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Richardson Financial Services’s America Movil AMX Stock Holding History

Richardson Financial Services’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
2024
Q4 		– Sell
-47
Closed -$799 – 610
2024
Q3 		$799 Hold
47
– – ﹤0.01% 574
2024
Q2 		$799 Hold
47
– – ﹤0.01% 524
2024
Q1 		$877 Buy
+47
New +$865 ﹤0.01% 563

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Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 1-Year Est. Return
NC
Northcape Capital Sydney, Australia $742M AUM 2.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $5.27B AUM 41.17% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Richardson Financial Services's AMX Position: Q4 2024 in Review

Richardson Financial Services sold out of America Movil (AMX) in Q4 2024, closing a stake of 47 shares — an estimated $799 sold.

Richardson Financial Services first reported a position in AMX in Q1 2024 and held it in 3 quarters. The position peaked at $877 in Q1 2024. 275 funds tracked by Wall St. Rank hold AMX as of Q4 2024.

  • Richardson Financial Services reported no remaining America Movil position as of Q4 2024 after selling out during the quarter.
  • Richardson Financial Services sold 47 America Movil shares in Q4 2024, an estimated $799.
  • Richardson Financial Services first reported a position in America Movil in Q1 2024 and held it in 3 quarters.
  • Richardson Financial Services's America Movil position peaked at $877 in Q1 2024.
  • 275 funds tracked by Wall St. Rank held America Movil as of Q4 2024.

Based on Richardson Financial Services's 13F filing for Q4 2024, filed 24 Jan 2025.