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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return

Lazard Asset Management

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Northcape Capital Sydney, Australia $742M AUM 2.34% 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

Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Capital International Inc Los Angeles, California $13B AUM 31.88% 1-Year Est. Return