BerganKDV Wealth Management’s America Movil AMX Stock Holding History

BerganKDV 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
2021 Q3	–	Sell	-55	Closed	-$1K	–	1032
2021 Q2	$1K	Hold	55	–	–	﹤0.01%	876
2021 Q1	$1K	Hold	55	–	–	﹤0.01%	828
2020 Q4	$1K	Hold	55	–	–	﹤0.01%	824
2020 Q3	$1K	Sell	55 -372	-87%	-$4.72K	﹤0.01%	754
2020 Q2	$5K	Buy	427 +372	+676%	+$4.65K	﹤0.01%	618
2020 Q1	$1K	Sell	55 -205	-79%	-$3.2K	﹤0.01%	782
2019 Q4	$4K	Sell	260 -560	-68%	-$8.76K	﹤0.01%	642
2019 Q3	$12K	Hold	820	–	–	﹤0.01%	483
2019 Q2	$12K	Hold	820	–	–	﹤0.01%	490
2019 Q1	$12K	Hold	820	–	–	﹤0.01%	499
2018 Q4	$12K	Hold	820	–	–	﹤0.01%	449
2018 Q3	$13K	Hold	820	–	–	﹤0.01%	455
2018 Q2	$14K	Buy	+820	New	+$14.2K	﹤0.01%	453

Other funds holding AMX

Capital International Investors Los Angeles, California $484B AUM 34.9% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

CII

Capital International Inc Los Angeles, California $14.3B AUM 34.19% 1-Year Est. Return

DCM

Discovery Capital Management South Norwalk, Connecticut $2.41B AUM 286.33% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return

BerganKDV Wealth Management's AMX Position: Q3 2021 in Review

BerganKDV Wealth Management sold out of America Movil (AMX) in Q3 2021, closing a stake of 55 shares — an estimated $1K sold.

BerganKDV Wealth Management first reported a position in AMX in Q2 2018 and held it in 13 quarters. The position peaked at $14K in Q2 2018. 278 funds tracked by Wall St. Rank hold AMX as of Q3 2021.

BerganKDV Wealth Management reported no remaining America Movil position as of Q3 2021 after selling out during the quarter.
BerganKDV Wealth Management sold 55 America Movil shares in Q3 2021, an estimated $1K.
BerganKDV Wealth Management first reported a position in America Movil in Q2 2018 and held it in 13 quarters.
BerganKDV Wealth Management's America Movil position peaked at $14K in Q2 2018.
278 funds tracked by Wall St. Rank held America Movil as of Q3 2021.

Based on BerganKDV Wealth Management's 13F filing for Q3 2021, filed 12 Nov 2021.