WJWM
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Williams Jones Wealth Management’s America Movil AMX Stock Holding History

Williams Jones 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
2024
Q3 		– Sell
-23,103
Closed -$393K – 543
2024
Q2 		$393K Hold
23,103
– – ﹤0.01% 374
2024
Q1 		$431K Hold
23,103
– – 0.01% 378
2023
Q4 		$428K Hold
23,103
– – 0.01% 370
2023
Q3 		$400K Hold
23,103
– – 0.01% 375
2023
Q2 		$500K Hold
23,103
– – 0.01% 342
2023
Q1 		$486K Hold
23,103
– – 0.01% 373
2022
Q4 		$420K Hold
23,103
– – 0.01% 388
2022
Q3 		$381K Sell
23,103
-2,983
-11% -$54.6K 0.01% 405
2022
Q2 		$533K Buy
+26,086
New +$536K 0.01% 350

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WGI
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NC
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Allspring Global Investments
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Dimensional Fund Advisors
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IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return
First Trust Advisors
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CII
Capital International Inc Los Angeles, California $13B AUM 31.88% 1-Year Est. Return