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

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

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

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

Allspring Global Investments

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 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

Dimensional Fund Advisors

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

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BNP Paribas Financial Markets

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return