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Baystate Wealth Management’s America Movil AMX Stock Holding History

Baystate Wealth Management’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
2023
Q4 		$33.2K Buy
1,790
+26
+1% +$457 ﹤0.01% 453
2023
Q3 		$30.6K Buy
1,764
+23
+1% +$450 ﹤0.01% 407
2023
Q2 		$37.7K Hold
1,741
– – ﹤0.01% 365
2023
Q1 		$36.7K Hold
1,741
– – ﹤0.01% 376
2022
Q4 		$32K Hold
1,741
– – ﹤0.01% 397
2022
Q3 		$29K Buy
1,741
+43
+3% +$788 ﹤0.01% 379
2022
Q2 		$35K Hold
1,698
– – ﹤0.01% 365
2022
Q1 		$36K Hold
1,698
– – ﹤0.01% 370
2021
Q4 		$36K Buy
1,698
+18
+1% +$331 ﹤0.01% 368
2021
Q3 		$30K Buy
1,680
+21
+1% +$362 ﹤0.01% 353
2021
Q2 		$25K Buy
+1,659
New +$24.7K ﹤0.01% 363

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
WGI
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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
NC
Northcape Capital Sydney, Australia $742M AUM 2.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CII
Capital International Inc Los Angeles, California $13B AUM 31.88% 1-Year Est. Return