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WR Wealth Planners’s America Movil AMX Stock Holding History

WR Wealth Planners’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
Q4 		$2.42K Hold
169
– – ﹤0.01% 823
2024
Q3 		$2.77K Sell
169
-41
-20% -$694 ﹤0.01% 843
2024
Q2 		$3.57K Hold
210
– – ﹤0.01% 774
2024
Q1 		$3.92K Buy
+210
New +$3.87K ﹤0.01% 763
2023
Q2 		– Sell
-10
Closed -$211 – 902
2023
Q1 		$211 Buy
+10
New +$205 ﹤0.01% 896

Other funds holding AMX

Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

WR Wealth Planners's AMX Position: Q4 2024 in Review

WR Wealth Planners held its America Movil (AMX) position steady in Q4 2024 at 169 shares worth $2.42K. The position accounts for ﹤0.01% of the portfolio, ranked #823.

WR Wealth Planners first reported a position in AMX in Q1 2023 and has held it in 5 quarters since. The position peaked at $3.92K in Q1 2024. 274 funds tracked by Wall St. Rank hold AMX as of Q4 2024.

  • WR Wealth Planners held 169 shares of America Movil worth $2.42K as of Q4 2024.
  • WR Wealth Planners left its America Movil share count unchanged in Q4 2024.
  • America Movil made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #823 holding.
  • WR Wealth Planners first reported a position in America Movil in Q1 2023 and has held it in 5 quarters since.
  • WR Wealth Planners's America Movil position peaked at $3.92K in Q1 2024.
  • 274 funds tracked by Wall St. Rank held America Movil as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.