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AGF Investments America’s Fomento Económico Mexicano FMX Stock Holding History

AGF Investments America’s Portfolio FMX Stock Details FMX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-54
Closed -$5K – 74
2021
Q3 		$5K Hold
54
– – ﹤0.01% 69
2021
Q2 		$5K Hold
54
– – ﹤0.01% 71
2021
Q1 		$4K Sell
54
-1
-2% -$73 ﹤0.01% 73
2020
Q4 		$4K Sell
55
-2
-4% -$134 ﹤0.01% 76
2020
Q3 		$3K Hold
57
– – ﹤0.01% 73
2020
Q2 		$4K Hold
57
– – ﹤0.01% 75
2020
Q1 		$3K Buy
+57
New +$4.82K ﹤0.01% 76
2016
Q1 		– Sell
-5,948
Closed -$549K – 35
2015
Q4 		$549K Sell
5,948
-43,766
-88% -$4.21M 0.4% 35
2015
Q3 		$4.44M Sell
49,714
-3,756
-7% -$334K 2.81% 15
2015
Q2 		$4.76M Buy
53,470
+500
+0.9% +$46.4K 2.4% 18
2015
Q1 		$4.95M Buy
52,970
+334
+0.6% +$29.8K 2.36% 17
2014
Q4 		$4.63M Sell
52,636
-72,313
-58% -$6.62M 2.32% 21
2014
Q3 		$11.5M Sell
124,949
-2,126
-2% -$203K 4.45% 3
2014
Q2 		$11.9M Sell
127,075
-11,667
-8% -$1.11M 4.62% 4
2014
Q1 		$12.9M Sell
138,742
-36,840
-21% -$3.3M 5.02% 3
2013
Q4 		$17.2M Sell
175,582
-2,800
-2% -$263K 5.94% 3
2013
Q3 		$17.3M Buy
178,382
+14,000
+9% +$1.41M 6.1% 3
2013
Q2 		$17M Buy
+164,382
New +$18.3M 5.92% 4

Other funds holding FMX

HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.59B AUM 12.96% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VAM
Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return

AGF Investments America's FMX Position: Q4 2021 in Review

AGF Investments America sold out of Fomento Económico Mexicano (FMX) in Q4 2021, closing a stake of 54 shares — an estimated $5K sold.

AGF Investments America first reported a position in FMX in Q2 2013 and held it in 18 quarters. The position peaked at $17.3M in Q3 2013. 241 funds tracked by Wall St. Rank hold FMX as of Q4 2021.

  • AGF Investments America reported no remaining Fomento Económico Mexicano position as of Q4 2021 after selling out during the quarter.
  • AGF Investments America sold 54 Fomento Económico Mexicano shares in Q4 2021, an estimated $5K.
  • AGF Investments America first reported a position in Fomento Económico Mexicano in Q2 2013 and held it in 18 quarters.
  • AGF Investments America's Fomento Económico Mexicano position peaked at $17.3M in Q3 2013.
  • 241 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q4 2021.

Based on AGF Investments America's 13F filing for Q4 2021, filed 1 Feb 2022.