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

Other funds holding AMX

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

WGI

Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Northcape Capital Sydney, Australia $742M AUM 2.34% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

IUHSA

Itau Unibanco Holding S.A. Sao Paulo, Brazil $5.27B AUM 41.17% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

CII

Capital International Inc Los Angeles, California $14.3B AUM 34.19% 1-Year Est. Return

Williams Jones Wealth Management's AMX Position: Q3 2024 in Review

Williams Jones Wealth Management sold out of America Movil (AMX) in Q3 2024, closing a stake of 23,103 shares — an estimated $393K sold.

Williams Jones Wealth Management first reported a position in AMX in Q2 2022 and held it in 9 quarters. The position peaked at $533K in Q2 2022. 282 funds tracked by Wall St. Rank hold AMX as of Q3 2024.

Williams Jones Wealth Management reported no remaining America Movil position as of Q3 2024 after selling out during the quarter.
Williams Jones Wealth Management sold 23,103 America Movil shares in Q3 2024, an estimated $393K.
Williams Jones Wealth Management first reported a position in America Movil in Q2 2022 and held it in 9 quarters.
Williams Jones Wealth Management's America Movil position peaked at $533K in Q2 2022.
282 funds tracked by Wall St. Rank held America Movil as of Q3 2024.

Based on Williams Jones Wealth Management's 13F filing for Q3 2024, filed 14 Nov 2024.