Berman Capital Advisors’s Fomento Económico Mexicano FMX Stock Holding History

Berman Capital Advisors’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 Q3	$4K	Buy	48 +17	+55%	+$1.46K	﹤0.01%	1483
2021 Q2	$2K	Hold	31	–	–	﹤0.01%	1590
2021 Q1	$2K	Buy	+31	New	+$2.26K	﹤0.01%	1507
2020 Q4	–	Sell	-4	Closed	–	–	1719
2020 Q3	$0	Sell	4 -45	-92%	-$2.63K	﹤0.01%	1653
2020 Q2	$3K	Sell	49 -10	-17%	-$637	﹤0.01%	1129
2020 Q1	$3K	Sell	59 -30	-34%	-$2.54K	﹤0.01%	1029
2019 Q4	$8K	Hold	89	–	–	﹤0.01%	826
2019 Q3	$8K	Buy	89 +33	+59%	+$3.04K	﹤0.01%	784
2019 Q2	$5K	Hold	56	–	–	﹤0.01%	947
2019 Q1	$5K	Hold	56	–	–	﹤0.01%	860
2018 Q4	$4K	Buy	+56	New	+$4.97K	﹤0.01%	734

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

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

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

Berman Capital Advisors's FMX Position: Q3 2021 in Review

Berman Capital Advisors increased its Fomento Económico Mexicano (FMX) stake by 55% in Q3 2021, buying an estimated $1.46K and bringing the position to 48 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1483.

Berman Capital Advisors first reported a position in FMX in Q4 2018 and has held it in 11 quarters since. The position peaked at $8K in Q4 2019. 242 funds tracked by Wall St. Rank hold FMX as of Q3 2021.

Berman Capital Advisors held 48 shares of Fomento Económico Mexicano worth $4K as of Q3 2021.
Berman Capital Advisors bought 17 Fomento Económico Mexicano shares in Q3 2021, an estimated $1.46K.
Fomento Económico Mexicano made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1483 holding.
Berman Capital Advisors first reported a position in Fomento Económico Mexicano in Q4 2018 and has held it in 11 quarters since.
Berman Capital Advisors's Fomento Económico Mexicano position peaked at $8K in Q4 2019.
242 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.