Venturi Wealth Management’s America Movil AMX Stock Holding History

Venturi Wealth Management’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
2025 Q1	–	Sell	-1,203	Closed	-$17.2K	–	625
2024 Q4	$17.2K	Sell	1,203 -13,382	-92%	-$207K	﹤0.01%	1294
2024 Q3	$239K	Sell	14,585 -405	-3%	-$6.86K	0.01%	425
2024 Q2	$255K	Sell	14,990 -189	-1%	-$3.48K	0.02%	371
2024 Q1	$283K	Buy	15,179 +104	+0.7%	+$1.92K	0.02%	319
2023 Q4	$279K	Sell	15,075 -503	-3%	-$8.84K	0.02%	321
2023 Q3	$270K	Sell	15,578 -191	-1%	-$3.74K	0.02%	305
2023 Q2	$341K	Buy	15,769 +30	+0.2%	+$651	0.03%	256
2023 Q1	$331K	Buy	15,739 +502	+3%	+$10.3K	0.03%	268
2022 Q4	$277K	Sell	15,237 -1,713	-10%	-$31.6K	0.02%	289
2022 Q3	$279K	Sell	16,950 -739	-4%	-$13.5K	0.03%	269
2022 Q2	$361K	Buy	17,689 +36	+0.2%	+$740	0.03%	252
2022 Q1	$374K	Buy	17,653 +793	+5%	+$15.3K	0.03%	267
2021 Q4	$356K	Buy	+16,860	New	+$310K	0.03%	274

Other funds holding AMX

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Lazard Asset Management

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Allspring Global Investments

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Discovery Capital Management South Norwalk, Connecticut $1.92B AUM 218.96% 1-Year Est. Return

Capital International Inc Los Angeles, California $13B AUM 31.88% 1-Year Est. Return