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Wealthspire Advisors (Maryland)’s America Movil AMX Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		$232K Buy
18,613
+213
+1% +$2.7K 0.01% 412
2020
Q2 		$233K Sell
18,400
-4,208
-19% -$52.6K 0.02% 389
2020
Q1 		$266K Sell
22,608
-284
-1% -$4.43K 0.02% 328
2019
Q4 		$366K Buy
22,892
+490
+2% +$7.66K 0.02% 331
2019
Q3 		$333K Buy
22,402
+285
+1% +$4.09K 0.02% 327
2019
Q2 		$322K Hold
22,117
– – 0.02% 334
2019
Q1 		$316K Sell
22,117
-2,075
-9% -$31.3K 0.02% 341
2018
Q4 		$345K Buy
24,192
+282
+1% +$4.05K 0.03% 291
2018
Q3 		$384K Buy
23,910
+237
+1% +$4K 0.03% 294
2018
Q2 		$394K Hold
23,673
– – 0.04% 288
2018
Q1 		$452K Sell
23,673
-434
-2% -$8.03K 0.04% 262
2017
Q4 		$413K Buy
24,107
+213
+0.9% +$3.71K 0.04% 296
2017
Q3 		$424K Buy
23,894
+204
+0.9% +$3.66K 0.05% 271
2017
Q2 		$377K Buy
23,690
+23,667
+102,900% +$367K 0.04% 282
2017
Q1 		$0 Buy
+23
New +$300 ﹤0.01% 1911
2016
Q4 		– Sell
-400
Closed -$5K – 1744
2016
Q3 		$5K Hold
400
– – ﹤0.01% 1377
2016
Q2 		$5K Hold
400
– – ﹤0.01% 1329
2016
Q1 		$6K Hold
400
– – ﹤0.01% 1288
2015
Q4 		$6K Buy
+400
New +$6.53K ﹤0.01% 1297

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return
NC
Northcape Capital Sydney, Australia $742M AUM 2.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CII
Capital International Inc Los Angeles, California $13B AUM 31.88% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s AMX Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) increased its America Movil (AMX) stake by 1.2% in Q3 2020, buying an estimated $2.7K and bringing the position to 18,613 shares worth $232K. The position accounts for 0.01% of the portfolio, ranked #412.

Wealthspire Advisors (Maryland) first reported a position in AMX in Q4 2015 and has held it in 19 quarters since. The position peaked at $452K in Q1 2018. 274 funds tracked by Wall St. Rank hold AMX as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 18,613 shares of America Movil worth $232K as of Q3 2020.
  • Wealthspire Advisors (Maryland) bought 213 America Movil shares in Q3 2020, an estimated $2.7K.
  • America Movil made up 0.01% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #412 holding.
  • Wealthspire Advisors (Maryland) first reported a position in America Movil in Q4 2015 and has held it in 19 quarters since.
  • Wealthspire Advisors (Maryland)'s America Movil position peaked at $452K in Q1 2018.
  • 274 funds tracked by Wall St. Rank held America Movil as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.