SEC 13F Intelligence

American Trust Investment Advisors, LLC / AMXN

American Trust Investment Advisors, LLC’s America Movil Position

Does American Trust Investment Advisors, LLC own America Movil (AMXN)? Not currently — the last reported position was 152.0K shares worth $3M in Q4 2022; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$3M
Q4 2022
Shares
152.0K
% of Portfolio
+1.76%
Quarters Held
10
position exited

Position History AMXN

Reported value by quarter
Q3 ’20: $741,000Q3 ’20Q4 ’20: $900,000Q1 ’21: $2MQ1 ’21Q2 ’21: $2MQ3 ’21: $3MQ3 ’21Q4 ’21: $3MQ1 ’22: $3MQ1 ’22Q2 ’22: $3MQ3 ’22: $3MQ3 ’22Q4 ’22: $3Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q4 2022152.0K$3M+1.76%
Q3 2022152.9K$3M+1.62%
Q2 2022150.3K$3M+1.93%
Q1 2022148.8K$3M+1.62%
Q4 2021149.1K$3M+1.57%
Q3 2021148.1K$3M+1.47%
Q2 2021163.1K$2M+1.31%
Q1 2021159.7K$2M+1.26%
Q4 202061.9K$900,000+0.56%
Q3 202059.3K$741,000+0.54%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See American Trust Investment Advisors, LLC’s full portfolio or all institutional holders of AMXN.