Advisor Partners’s Fomento Económico Mexicano FMX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
$324K Sell
4,798
-691
-13% -$51.1K 0.02% 607
2022
Q1
$455K Buy
5,489
+307
+6% +$24.2K 0.03% 543
2021
Q4
$403K Sell
5,182
-296
-5% -$23.2K 0.02% 576
2021
Q3
$475K Buy
5,478
+127
+2% +$10.9K 0.03% 502
2021
Q2
$452K Buy
5,351
+319
+6% +$26.1K 0.03% 533
2021
Q1
$379K Buy
5,032
+1,006
+25% +$73.2K 0.03% 564
2020
Q4
$305K Buy
+4,026
New +$269K 0.02% 591
2020
Q1
Sell
-2,128
Closed -$200K 644
2019
Q4
$200K Buy
+2,128
New +$196K 0.02% 603

Other funds holding FMX

Advisor Partners's FMX Position: Q2 2022 in Review

Advisor Partners reduced its Fomento Económico Mexicano (FMX) stake by 13% in Q2 2022, selling an estimated $51.1K and leaving 4,798 shares worth $324K. The position accounts for 0.02% of the portfolio, ranked #607.

Advisor Partners first reported a position in FMX in Q4 2019 and has held it in 8 quarters since. The position peaked at $475K in Q3 2021. 246 funds tracked by Wall St. Rank hold FMX as of Q2 2022.

  • Advisor Partners held 4,798 shares of Fomento Económico Mexicano worth $324K as of Q2 2022.
  • Advisor Partners sold 691 Fomento Económico Mexicano shares in Q2 2022, an estimated $51.1K.
  • Fomento Económico Mexicano made up 0.02% of Advisor Partners's portfolio in Q2 2022, its #607 holding.
  • Advisor Partners first reported a position in Fomento Económico Mexicano in Q4 2019 and has held it in 8 quarters since.
  • Advisor Partners's Fomento Económico Mexicano position peaked at $475K in Q3 2021.
  • 246 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q2 2022.

Based on Advisor Partners's 13F filing for Q2 2022, filed 11 Aug 2022.