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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Discovery Capital Management South Norwalk, Connecticut $1.92B AUM 218.96% 1-Year Est. Return

Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return