Carroll Financial Associates’s Fomento Económico Mexicano FMX Stock Holding History

Carroll Financial Associates’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	$13K	Hold	182	–	–	﹤0.01%	1088
2021 Q3	$15K	Hold	182	–	–	﹤0.01%	1067
2021 Q2	$15K	Hold	182	–	–	﹤0.01%	1162
2021 Q1	$13K	Hold	182	–	–	﹤0.01%	1142
2020 Q4	$13K	Buy	182 +1	+0.6%	+$67	﹤0.01%	1033
2020 Q3	$10K	Hold	181	–	–	﹤0.01%	1025
2020 Q2	$11K	Buy	181 +60	+50%	+$3.82K	﹤0.01%	1007
2020 Q1	$7K	Hold	121	–	–	﹤0.01%	1037
2019 Q4	$11K	Sell	121 -2	-2%	-$184	﹤0.01%	1019
2019 Q3	$11K	Hold	123	–	–	﹤0.01%	965
2019 Q2	$11K	Buy	123 +44	+56%	+$4.26K	﹤0.01%	978
2019 Q1	$7K	Hold	79	–	–	﹤0.01%	1030
2018 Q4	$7K	Buy	+79	New	+$7.02K	﹤0.01%	946

Other funds holding FMX

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

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

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

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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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 $4.55B AUM 11.62% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

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

Carroll Financial Associates's FMX Position: Q4 2021 in Review

Carroll Financial Associates held its Fomento Económico Mexicano (FMX) position steady in Q4 2021 at 182 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #1088.

Carroll Financial Associates first reported a position in FMX in Q4 2018 and has held it in 13 quarters since. The position peaked at $15K in Q3 2021. 242 funds tracked by Wall St. Rank hold FMX as of Q4 2021.

Carroll Financial Associates held 182 shares of Fomento Económico Mexicano worth $13K as of Q4 2021.
Carroll Financial Associates left its Fomento Económico Mexicano share count unchanged in Q4 2021.
Fomento Económico Mexicano made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #1088 holding.
Carroll Financial Associates first reported a position in Fomento Económico Mexicano in Q4 2018 and has held it in 13 quarters since.
Carroll Financial Associates's Fomento Económico Mexicano position peaked at $15K in Q3 2021.
242 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.