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Avalon Investment & Advisory’s Fomento Económico Mexicano FMX Stock Holding History

Avalon Investment & Advisory’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
2020
Q4 		– Sell
-12,528
Closed -$704K – 340
2020
Q3 		$704K Sell
12,528
-720
-5% -$42K 0.02% 239
2020
Q2 		$822K Sell
13,248
-2,005
-13% -$128K 0.02% 217
2020
Q1 		$923K Sell
15,253
-1,582
-9% -$134K 0.02% 221
2019
Q4 		$1.59M Sell
16,835
-5,609
-25% -$516K 0.03% 217
2019
Q3 		$2.06M Sell
22,444
-1,065
-5% -$98.2K 0.05% 203
2019
Q2 		$2.27M Buy
23,509
+987
+4% +$95.6K 0.05% 204
2019
Q1 		$2.08M Buy
22,522
+5,011
+29% +$457K 0.05% 212
2018
Q4 		$1.51M Sell
17,511
-2,429
-12% -$216K 0.04% 221
2018
Q3 		$1.97M Buy
19,940
+9,544
+92% +$919K 0.06% 234
2018
Q2 		$912K Buy
10,396
+785
+8% +$69.3K 0.03% 264
2018
Q1 		$878K Buy
9,611
+1,849
+24% +$173K 0.03% 271
2017
Q4 		$728K Buy
7,762
+449
+6% +$41K 0.02% 285
2017
Q3 		$699K Buy
7,313
+213
+3% +$21.2K 0.02% 295
2017
Q2 		$698K Buy
7,100
+157
+2% +$14.6K 0.02% 292
2017
Q1 		$615K Sell
6,943
-130
-2% -$10.6K 0.02% 293
2016
Q4 		$539K Sell
7,073
-429
-6% -$36.7K 0.02% 283
2016
Q3 		$690K Sell
7,502
-365
-5% -$33.6K 0.03% 239
2016
Q2 		$728K Buy
7,867
+5,622
+250% +$514K 0.03% 211
2016
Q1 		$216K Sell
2,245
-112
-5% -$10.2K 0.01% 242
2015
Q4 		$218K Buy
+2,357
New +$226K 0.01% 243

Other funds holding FMX

HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
VAM
Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

Avalon Investment & Advisory's FMX Position: Q4 2020 in Review

Avalon Investment & Advisory sold out of Fomento Económico Mexicano (FMX) in Q4 2020, closing a stake of 12,528 shares — an estimated $704K sold.

Avalon Investment & Advisory first reported a position in FMX in Q4 2015 and held it in 20 quarters. The position peaked at $2.27M in Q2 2019. 223 funds tracked by Wall St. Rank hold FMX as of Q4 2020.

  • Avalon Investment & Advisory reported no remaining Fomento Económico Mexicano position as of Q4 2020 after selling out during the quarter.
  • Avalon Investment & Advisory sold 12,528 Fomento Económico Mexicano shares in Q4 2020, an estimated $704K.
  • Avalon Investment & Advisory first reported a position in Fomento Económico Mexicano in Q4 2015 and held it in 20 quarters.
  • Avalon Investment & Advisory's Fomento Económico Mexicano position peaked at $2.27M in Q2 2019.
  • 223 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q4 2020.

Based on Avalon Investment & Advisory's 13F filing for Q4 2020, filed 8 Feb 2021.