Cascade Investment Advisors’s Fomento Económico Mexicano FMX Stock Holding History

Cascade Investment 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
2023 Q2	–	Sell	-200	Closed	-$19K	–	143
2023 Q1	$19K	Buy	+200	New	+$17.5K	0.02%	190
2022 Q3	–	Sell	-200	Closed	-$13.5K	–	141
2022 Q2	$13.5K	Hold	200	–	–	0.01%	206
2022 Q1	$16.6K	Hold	200	–	–	0.01%	222
2021 Q4	$15.5K	Hold	200	–	–	0.01%	225
2021 Q3	$17.3K	Hold	200	–	–	0.01%	211
2021 Q2	$16.9K	Hold	200	–	–	0.01%	212
2021 Q1	$15.1K	Hold	200	–	–	0.01%	215
2020 Q4	$15.2K	Hold	200	–	–	0.01%	214
2020 Q3	$11.2K	Hold	200	–	–	0.01%	216
2020 Q2	$12.4K	Hold	200	–	–	0.01%	203
2020 Q1	$12.1K	Hold	200	–	–	0.01%	196
2019 Q4	$18.9K	Hold	200	–	–	0.01%	193
2019 Q3	$18.3K	Hold	200	–	–	0.01%	195
2019 Q2	$19.4K	Hold	200	–	–	0.02%	182
2019 Q1	$18.5K	Hold	200	–	–	0.02%	173
2018 Q4	$17.2K	Buy	+200	New	+$17.8K	0.02%	173

Other funds holding FMX

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

IUHSA

Itau Unibanco Holding S.A. Sao Paulo, Brazil $5.27B AUM 41.17% 1-Year Est. Return

CGI

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

Cascade Investment Advisors's FMX Position: Q2 2023 in Review

Cascade Investment Advisors sold out of Fomento Económico Mexicano (FMX) in Q2 2023, closing a stake of 200 shares — an estimated $19K sold.

Cascade Investment Advisors first reported a position in FMX in Q4 2018 and held it in 16 quarters. The position peaked at $19.4K in Q2 2019. 292 funds tracked by Wall St. Rank hold FMX as of Q2 2023.

Cascade Investment Advisors reported no remaining Fomento Económico Mexicano position as of Q2 2023 after selling out during the quarter.
Cascade Investment Advisors sold 200 Fomento Económico Mexicano shares in Q2 2023, an estimated $19K.
Cascade Investment Advisors first reported a position in Fomento Económico Mexicano in Q4 2018 and held it in 16 quarters.
Cascade Investment Advisors's Fomento Económico Mexicano position peaked at $19.4K in Q2 2019.
292 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q2 2023.

Based on Cascade Investment Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.