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EP Wealth Advisors’s Fomento Económico Mexicano FMX Stock Holding History

EP Wealth 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
2022
Q3 		– Sell
-3,043
Closed -$205K – 438
2022
Q2 		$205K Buy
+3,043
New +$225K ﹤0.01% 566

Other funds holding FMX

First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CM
Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

EP Wealth Advisors's FMX Position: Q3 2022 in Review

EP Wealth Advisors sold out of Fomento Económico Mexicano (FMX) in Q3 2022, closing a stake of 3,043 shares — an estimated $205K sold.

EP Wealth Advisors first reported a position in FMX in Q2 2022 and held it in 1 quarter. The position peaked at $205K in Q2 2022. 240 funds tracked by Wall St. Rank hold FMX as of Q3 2022.

  • EP Wealth Advisors reported no remaining Fomento Económico Mexicano position as of Q3 2022 after selling out during the quarter.
  • EP Wealth Advisors sold 3,043 Fomento Económico Mexicano shares in Q3 2022, an estimated $205K.
  • EP Wealth Advisors first reported a position in Fomento Económico Mexicano in Q2 2022 and held it in 1 quarter.
  • EP Wealth Advisors's Fomento Económico Mexicano position peaked at $205K in Q2 2022.
  • 240 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q3 2022.

Based on EP Wealth Advisors's 13F filing for Q3 2022, filed 2 Dec 2022.