EverSource Wealth Advisors’s Methanex MEOH Stock Holding History

EverSource Wealth Advisors’s Portfolio MEOH Stock Details MEOH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$19.4K	Buy	325 +155	+91%	+$7.8K	﹤0.01%	2522
2025 Q4	$6.75K	Sell	170 -77	-31%	-$2.86K	﹤0.01%	2984
2025 Q3	$9.82K	Sell	247 -117	-32%	-$4.16K	﹤0.01%	2830
2025 Q2	$12K	Sell	364 -65	-15%	-$2.1K	﹤0.01%	2681
2025 Q1	$15.1K	Hold	429	–	–	﹤0.01%	1859
2024 Q4	$21.4K	Sell	429 -167	-28%	-$7.34K	﹤0.01%	1586
2024 Q3	$24.6K	Sell	596 -1,314	-69%	-$58.8K	﹤0.01%	1388
2024 Q2	$92.8K	Buy	1,910 +1,626	+573%	+$81K	0.01%	829
2024 Q1	$13.6K	Buy	284 +216	+318%	+$9.63K	﹤0.01%	1545
2023 Q4	$3.22K	Buy	68 +43	+172%	+$1.87K	﹤0.01%	2029
2023 Q3	$1.13K	Hold	25	–	–	﹤0.01%	2163
2023 Q2	$1.03K	Buy	+25	New	+$1.08K	﹤0.01%	2211

Other funds holding MEOH

M&G plc London, United Kingdom $19.4B AUM 16.7% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Dixon Mitchell Investment Counsel Vancouver, British Columbia, Canada $2.88B AUM 18.53% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Connor, Clark & Lunn Investment Management (CC&L)

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return