Bollard Group’s America Movil AMX Stock Holding History

Bollard Group’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 Q3	–	Sell	-215	Closed	-$5K	–	373
2023 Q2	$5K	Buy	+215	New	+$4.67K	﹤0.01%	379

Other funds holding AMX

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

WGI

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

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Northcape Capital Sydney, Australia $742M AUM 2.34% 1-Year Est. Return

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CGPCS

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

Bollard Group's AMX Position: Q3 2023 in Review

Bollard Group sold out of America Movil (AMX) in Q3 2023, closing a stake of 215 shares — an estimated $5K sold.

Bollard Group first reported a position in AMX in Q2 2023 and held it in 1 quarter. The position peaked at $5K in Q2 2023. 273 funds tracked by Wall St. Rank hold AMX as of Q3 2023.

Bollard Group reported no remaining America Movil position as of Q3 2023 after selling out during the quarter.
Bollard Group sold 215 America Movil shares in Q3 2023, an estimated $5K.
Bollard Group first reported a position in America Movil in Q2 2023 and held it in 1 quarter.
Bollard Group's America Movil position peaked at $5K in Q2 2023.
273 funds tracked by Wall St. Rank held America Movil as of Q3 2023.

Based on Bollard Group's 13F filing for Q3 2023, filed 14 Nov 2023.