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Valeo Financial Advisors’s America Movil AMX Stock Holding History

Valeo Financial Advisors’s Portfolio AMX Stock Details AMX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-3,705
Closed -$50K – 579
2021
Q1 		$50K Buy
3,705
+453
+14% +$6.23K ﹤0.01% 868
2020
Q4 		$47K Sell
3,252
-1,061
-25% -$14.4K ﹤0.01% 798
2020
Q3 		$54K Buy
4,313
+315
+8% +$4K ﹤0.01% 637
2020
Q2 		$51K Buy
3,998
+2,225
+125% +$27.8K ﹤0.01% 715
2020
Q1 		$20K Sell
1,773
-200
-10% -$3.12K ﹤0.01% 893
2019
Q4 		$32K Buy
1,973
+12
+0.6% +$188 ﹤0.01% 790
2019
Q3 		$29K Buy
1,961
+13
+0.7% +$186 ﹤0.01% 752
2019
Q2 		$28K Buy
1,948
+1,022
+110% +$15.1K ﹤0.01% 754
2019
Q1 		$13K Hold
926
– – ﹤0.01% 879
2018
Q4 		$13K Buy
926
+81
+10% +$1.16K ﹤0.01% 810
2018
Q3 		$12K Hold
845
– – ﹤0.01% 904
2018
Q2 		$14K Buy
845
+358
+74% +$6.2K ﹤0.01% 856
2018
Q1 		$9K Buy
487
+242
+99% +$4.48K ﹤0.01% 946
2017
Q4 		$4K Sell
245
-201
-45% -$3.5K ﹤0.01% 1051
2017
Q3 		$8K Buy
+446
New +$8K ﹤0.01% 740

Other funds holding AMX

Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 1-Year Est. Return
NC
Northcape Capital Sydney, Australia $742M AUM 2.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CII
Capital International Inc Los Angeles, California $14.3B AUM 34.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CBT
Capital Bank & Trust Irvine, California $3.15M AUM 32.15% 1-Year Est. Return

Valeo Financial Advisors's AMX Position: Q2 2021 in Review

Valeo Financial Advisors sold out of America Movil (AMX) in Q2 2021, closing a stake of 3,705 shares — an estimated $50K sold.

Valeo Financial Advisors first reported a position in AMX in Q3 2017 and held it in 15 quarters. The position peaked at $54K in Q3 2020. 266 funds tracked by Wall St. Rank hold AMX as of Q2 2021.

  • Valeo Financial Advisors reported no remaining America Movil position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 3,705 America Movil shares in Q2 2021, an estimated $50K.
  • Valeo Financial Advisors first reported a position in America Movil in Q3 2017 and held it in 15 quarters.
  • Valeo Financial Advisors's America Movil position peaked at $54K in Q3 2020.
  • 266 funds tracked by Wall St. Rank held America Movil as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.