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Anchor Investment Management’s Fomento Económico Mexicano FMX Stock Holding History

Anchor Investment Management’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
2023
Q3 		– Sell
-200
Closed -$22.2K – 982
2023
Q2 		$22.2K Sell
200
-150
-43% -$15.1K ﹤0.01% 627
2023
Q1 		$33.3K Hold
350
– – ﹤0.01% 594
2022
Q4 		$27.3K Hold
350
– – ﹤0.01% 599
2022
Q3 		$22K Buy
350
+200
+133% +$12.6K ﹤0.01% 613
2022
Q2 		$10.1K Hold
150
– – ﹤0.01% 732
2022
Q1 		$12.4K Sell
150
-125
-45% -$9.85K ﹤0.01% 725
2021
Q4 		$21.4K Sell
275
-85
-24% -$6.66K ﹤0.01% 687
2021
Q3 		$31.2K Buy
360
+125
+53% +$10.7K ﹤0.01% 576
2021
Q2 		$19.9K Hold
235
– – ﹤0.01% 659
2021
Q1 		$17.7K Sell
235
-15
-6% -$1.09K ﹤0.01% 641
2020
Q4 		$18.9K Hold
250
– – ﹤0.01% 605
2020
Q3 		$14K Buy
250
+150
+150% +$8.76K ﹤0.01% 605
2020
Q2 		$6.2K Buy
+100
New +$6.37K ﹤0.01% 684

Other funds holding FMX

First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
TCIM
TOMS Capital Investment Management New York $4.67B AUM 83.55% 1-Year Est. Return

Anchor Investment Management's FMX Position: Q3 2023 in Review

Anchor Investment Management sold out of Fomento Económico Mexicano (FMX) in Q3 2023, closing a stake of 200 shares — an estimated $22.2K sold.

Anchor Investment Management first reported a position in FMX in Q2 2020 and held it in 13 quarters. The position peaked at $33.3K in Q1 2023. 308 funds tracked by Wall St. Rank hold FMX as of Q3 2023.

  • Anchor Investment Management reported no remaining Fomento Económico Mexicano position as of Q3 2023 after selling out during the quarter.
  • Anchor Investment Management sold 200 Fomento Económico Mexicano shares in Q3 2023, an estimated $22.2K.
  • Anchor Investment Management first reported a position in Fomento Económico Mexicano in Q2 2020 and held it in 13 quarters.
  • Anchor Investment Management's Fomento Económico Mexicano position peaked at $33.3K in Q1 2023.
  • 308 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q3 2023.

Based on Anchor Investment Management's 13F filing for Q3 2023, filed 2 Jan 2024.