AMX β€” AMERICA MOVIL SAB DE CV

Ownership history in Advisory Services Network, LLC  Β·  3 quarters on record

This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in AMERICA MOVIL SAB DE CV (AMX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

Position Intelligence

Advisory Services Network, LLC Γ— AMX AI Analytics

πŸ“‰ Advisory Services Network, LLC underperformed the S&P 500 by –103.0% annually on this AMX position. Average cost basis: $19.57. Maximum drawdown during holding period: –9.6%.

πŸ“ˆ Position Alpha vs SPY
-103.0%
annualised excess return

❌ Significantly underperformed the S&P 500 by 103.0% ann.
2 quarters analyzed

πŸ’° Entry Quality
$19.57
+7.3% vs current ($21.00)

Best entry: $19.57 (2023 Q1)  Β·  Worst: $19.57 (2023 Q1)

πŸ›‘οΈ Drawdown Resilience
–9.6%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
33%
buy-side decisions

1 add Β· 2 trims. Bought during 0 of 1 down-price quarters. πŸ“‰ Predominantly trimming β€” distribution phase.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.0% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    AMX price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 954 -158 -14.2% 0.00% $20K $21.00
2023 Q4 REDUCED 1,112 -2,880 -72.1% 0.00% $21K $17.69
2023 Q1 INITIATED 3,992 β€” β€” 0.00% $84K $19.57

🏒 Other funds also holding AMX

As of 2025 Q4 β€” sorted by position size

Westwood Global Investments, LLC 3Y 7Y 13.24% ABS Direct Equity Fund LLC 6.73% DISCOVERY CAPITAL MANAGEMENT, LLC / CT 3Y 7Y 4.8% NAN FUNG TRINITY (HK) Ltd 3Y 2.35% Dalton Investments, Inc. 3Y 7Y 1.02% TSP Capital Management Group, LLC 3Y 7Y 0.95% Henry James International Management Inc. 3Y 7Y 0.93% KLEIN PAVLIS & PEASLEY FINANCIAL, INC. 0.65% CHESAPEAKE CAPITAL CORP /IL/ 0.64% LAZARD ASSET MANAGEMENT LLC 3Y 7Y 0.62%
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