Bard Financial Services’s America Movil AMX Stock Holding History

Bard Financial Services’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	-51,990	Closed	-$884K	–	213
2024 Q2	$884K	Hold	51,990	–	–	0.09%	126
2024 Q1	$970K	Hold	51,990	–	–	0.1%	120
2023 Q4	$963K	Hold	51,990	–	–	0.11%	119
2023 Q3	$900K	Hold	51,990	–	–	0.11%	116
2023 Q2	$1.13M	Hold	51,990	–	–	0.09%	162
2023 Q1	$1.09M	Hold	51,990	–	–	0.09%	166
2022 Q4	$946K	Hold	51,990	–	–	0.08%	165
2022 Q3	$856K	Hold	51,990	–	–	0.08%	166
2022 Q2	$1.06M	Hold	51,990	–	–	0.1%	150
2022 Q1	$1.1M	Hold	51,990	–	–	0.09%	147
2021 Q4	$1.1M	Hold	51,990	–	–	0.09%	145
2021 Q3	$919K	Hold	51,990	–	–	0.08%	150
2021 Q2	$780K	Hold	51,990	–	–	0.07%	160
2021 Q1	$706K	Hold	51,990	–	–	0.07%	159
2020 Q4	$756K	Buy	+51,990	New	+$706K	0.08%	155

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

Bard Financial Services's AMX Position: Q3 2024 in Review

Bard Financial Services sold out of America Movil (AMX) in Q3 2024, closing a stake of 51,990 shares — an estimated $884K sold.

Bard Financial Services first reported a position in AMX in Q4 2020 and held it in 15 quarters. The position peaked at $1.13M in Q2 2023. 282 funds tracked by Wall St. Rank hold AMX as of Q3 2024.

Bard Financial Services reported no remaining America Movil position as of Q3 2024 after selling out during the quarter.
Bard Financial Services sold 51,990 America Movil shares in Q3 2024, an estimated $884K.
Bard Financial Services first reported a position in America Movil in Q4 2020 and held it in 15 quarters.
Bard Financial Services's America Movil position peaked at $1.13M in Q2 2023.
282 funds tracked by Wall St. Rank held America Movil as of Q3 2024.

Based on Bard Financial Services's 13F filing for Q3 2024, filed 4 Oct 2024.