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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 $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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
DCM
Discovery Capital Management South Norwalk, Connecticut $2.41B AUM 286.33% 1-Year Est. Return
CII
Capital International Inc Los Angeles, California $14.3B AUM 34.19% 1-Year Est. Return

Venturi Wealth Management's AMX Position: Q1 2025 in Review

Venturi Wealth Management sold out of America Movil (AMX) in Q1 2025, closing a stake of 1,203 shares — an estimated $17.2K sold.

Venturi Wealth Management first reported a position in AMX in Q4 2021 and held it in 13 quarters. The position peaked at $374K in Q1 2022. 267 funds tracked by Wall St. Rank hold AMX as of Q1 2025.

  • Venturi Wealth Management reported no remaining America Movil position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 1,203 America Movil shares in Q1 2025, an estimated $17.2K.
  • Venturi Wealth Management first reported a position in America Movil in Q4 2021 and held it in 13 quarters.
  • Venturi Wealth Management's America Movil position peaked at $374K in Q1 2022.
  • 267 funds tracked by Wall St. Rank held America Movil as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.