Evoke Wealth’s Fomento Económico Mexicano FMX Stock Holding History

Evoke Wealth’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 Q4	–	Sell	-27	Closed	-$2K	–	659
2022 Q3	$2K	Hold	27	–	–	﹤0.01%	1033
2022 Q2	$2K	Hold	27	–	–	﹤0.01%	1039
2022 Q1	$2K	Hold	27	–	–	﹤0.01%	1037
2021 Q4	$2K	Hold	27	–	–	﹤0.01%	1041
2021 Q3	$2K	Hold	27	–	–	﹤0.01%	1007
2021 Q2	$2K	Hold	27	–	–	﹤0.01%	1043
2021 Q1	$2K	Hold	27	–	–	﹤0.01%	1027
2020 Q4	$2K	Hold	27	–	–	﹤0.01%	886
2020 Q3	$2K	Sell	27 -18	-40%	-$1.05K	﹤0.01%	841
2020 Q2	$3K	Hold	45	–	–	﹤0.01%	785
2020 Q1	$2.72K	Hold	45	–	–	﹤0.01%	752
2019 Q4	$4.25K	Hold	45	–	–	﹤0.01%	946
2019 Q3	$4.12K	Buy	+45	New	+$4.15K	﹤0.01%	1051

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

Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CGI

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

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

Evoke Wealth's FMX Position: Q4 2022 in Review

Evoke Wealth sold out of Fomento Económico Mexicano (FMX) in Q4 2022, closing a stake of 27 shares — an estimated $2K sold.

Evoke Wealth first reported a position in FMX in Q3 2019 and held it in 13 quarters. The position peaked at $4.25K in Q4 2019. 260 funds tracked by Wall St. Rank hold FMX as of Q4 2022.

Evoke Wealth reported no remaining Fomento Económico Mexicano position as of Q4 2022 after selling out during the quarter.
Evoke Wealth sold 27 Fomento Económico Mexicano shares in Q4 2022, an estimated $2K.
Evoke Wealth first reported a position in Fomento Económico Mexicano in Q3 2019 and held it in 13 quarters.
Evoke Wealth's Fomento Económico Mexicano position peaked at $4.25K in Q4 2019.
260 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.