Diversified Trust’s America Movil AMX Stock Holding History

Diversified Trust’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
2022 Q3	–	Sell	-12,066	Closed	-$247K	–	774
2022 Q2	$247K	Hold	12,066	–	–	0.01%	621
2022 Q1	$255K	Buy	12,066 +62	+0.5%	+$1.2K	0.01%	674
2021 Q4	$253K	Buy	+12,004	New	+$221K	0.01%	693
2021 Q2	–	Sell	-71,685	Closed	-$973K	–	791
2021 Q1	$973K	Hold	71,685	–	–	0.04%	220
2020 Q4	$1.04M	Buy	71,685 +1,005	+1%	+$13.6K	0.04%	196
2020 Q3	$883K	Hold	70,680	–	–	0.04%	202
2020 Q2	$897K	Hold	70,680	–	–	0.05%	170
2020 Q1	$833K	Hold	70,680	–	–	0.05%	149
2019 Q4	$1.13M	Hold	70,680	–	–	0.05%	132
2019 Q3	$1.05M	Hold	70,680	–	–	0.05%	121
2019 Q2	$1.03M	Hold	70,680	–	–	0.05%	131
2019 Q1	$1.01M	Hold	70,680	–	–	0.05%	130
2018 Q4	$1.01M	Buy	+70,680	New	+$1.02M	0.06%	124

Other funds holding AMX

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

WGI

Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 1-Year Est. Return

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

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Diversified Trust's AMX Position: Q3 2022 in Review

Diversified Trust sold out of America Movil (AMX) in Q3 2022, closing a stake of 12,066 shares — an estimated $247K sold.

Diversified Trust first reported a position in AMX in Q4 2018 and held it in 13 quarters. The position peaked at $1.13M in Q4 2019. 263 funds tracked by Wall St. Rank hold AMX as of Q3 2022.

Diversified Trust reported no remaining America Movil position as of Q3 2022 after selling out during the quarter.
Diversified Trust sold 12,066 America Movil shares in Q3 2022, an estimated $247K.
Diversified Trust first reported a position in America Movil in Q4 2018 and held it in 13 quarters.
Diversified Trust's America Movil position peaked at $1.13M in Q4 2019.
263 funds tracked by Wall St. Rank held America Movil as of Q3 2022.

Based on Diversified Trust's 13F filing for Q3 2022, filed 14 Oct 2022.