Tradition Wealth Management’s America Movil AMX Stock Holding History

Tradition 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
2024 Q1	–	Sell	-498	Closed	-$9K	–	428
2023 Q4	$9K	Hold	498	–	–	﹤0.01%	1013
2023 Q3	$9K	Hold	498	–	–	﹤0.01%	1026
2023 Q2	$11K	Hold	498	–	–	﹤0.01%	1015
2023 Q1	$10K	Hold	498	–	–	﹤0.01%	995
2022 Q4	$9K	Hold	498	–	–	﹤0.01%	923
2022 Q3	$8K	Hold	498	–	–	﹤0.01%	960
2022 Q2	$10K	Sell	498 -498	-50%	-$10.2K	﹤0.01%	817
2022 Q1	$21K	Hold	996	–	–	﹤0.01%	698
2021 Q4	$21K	Hold	996	–	–	﹤0.01%	714
2021 Q3	$18K	Hold	996	–	–	﹤0.01%	752
2021 Q2	$15K	Hold	996	–	–	﹤0.01%	821
2021 Q1	$14K	Hold	996	–	–	﹤0.01%	702
2020 Q4	$14K	Buy	+996	New	+$13.5K	﹤0.01%	653

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

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

Allspring Global Investments

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Schroder Investment Management Group

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