Exencial Wealth Advisors’s Methanex MEOH Stock Holding History

Exencial 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	$1.52M	Sell	25,466 -20,203	-44%	-$1.02M	0.05%	247
2025 Q4	$1.81M	Buy	45,669 +2,515	+6%	+$93.6K	0.06%	236
2025 Q3	$1.72M	Buy	43,154 +18,173	+73%	+$646K	0.06%	236
2025 Q2	$827K	Buy	24,981 +1,447	+6%	+$46.7K	0.03%	304
2025 Q1	$826K	Buy	+23,534	New	+$1.06M	0.03%	302
2023 Q4	–	Sell	-16,708	Closed	-$753K	–	486
2023 Q3	$753K	Buy	16,708 +1,104	+7%	+$47.3K	0.04%	255
2023 Q2	$646K	Buy	+15,604	New	+$674K	0.03%	268
2021 Q2	–	Sell	-5,750	Closed	-$212K	–	456
2021 Q1	$212K	Buy	+5,750	New	+$225K	0.01%	412

Other funds holding MEOH

M&G plc London, United Kingdom $19.3B 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 $245B AUM 31.4% 1-Year Est. Return