Barrett Asset Management’s Fomento Económico Mexicano FMX Stock Holding History

Barrett Asset 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
2022 Q1	–	Sell	-300	Closed	-$23K	–	311
2021 Q4	$23K	Hold	300	–	–	﹤0.01%	478
2021 Q3	$26K	Hold	300	–	–	﹤0.01%	368
2021 Q2	$25K	Buy	+300	New	+$24.6K	﹤0.01%	364

Other funds holding FMX

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

CGI

Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Barrett Asset Management's FMX Position: Q1 2022 in Review

Barrett Asset Management sold out of Fomento Económico Mexicano (FMX) in Q1 2022, closing a stake of 300 shares — an estimated $23K sold.

Barrett Asset Management first reported a position in FMX in Q2 2021 and held it in 3 quarters. The position peaked at $26K in Q3 2021. 240 funds tracked by Wall St. Rank hold FMX as of Q1 2022.

Barrett Asset Management reported no remaining Fomento Económico Mexicano position as of Q1 2022 after selling out during the quarter.
Barrett Asset Management sold 300 Fomento Económico Mexicano shares in Q1 2022, an estimated $23K.
Barrett Asset Management first reported a position in Fomento Económico Mexicano in Q2 2021 and held it in 3 quarters.
Barrett Asset Management's Fomento Económico Mexicano position peaked at $26K in Q3 2021.
240 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q1 2022.

Based on Barrett Asset Management's 13F filing for Q1 2022, filed 16 May 2022.