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HCR Wealth Advisors’s Methanex MEOH Stock Holding History

HCR 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
2022
Q2 		– Sell
-66,595
Closed -$3.63M – 190
2022
Q1 		$3.63M Buy
66,595
+144
+0.2% +$7.04K 0.59% 34
2021
Q4 		$2.63M Sell
66,451
-1,823
-3% -$80.9K 0.41% 57
2021
Q3 		$3.14M Buy
68,274
+2,484
+4% +$89.8K 0.52% 40
2021
Q2 		$2.18M Buy
65,790
+4,232
+7% +$156K 0.38% 57
2021
Q1 		$2.26M Buy
+61,558
New +$2.41M 0.45% 48
2019
Q1 		– Sell
-8,535
Closed -$411K – 190
2018
Q4 		$411K Sell
8,535
-12,348
-59% -$771K 0.13% 110
2018
Q3 		$1.45M Buy
20,883
+504
+2% +$36.7K 0.47% 52
2018
Q2 		$1.44M Buy
20,379
+187
+0.9% +$12.5K 0.47% 50
2018
Q1 		$1.23M Sell
20,192
-838
-4% -$49.2K 0.42% 56
2017
Q4 		$1.27M Buy
21,030
+1,329
+7% +$70K 0.45% 52
2017
Q3 		$991K Buy
19,701
+1,585
+9% +$74.6K 0.42% 58
2017
Q2 		$798K Buy
18,116
+1,376
+8% +$60.1K 0.39% 59
2017
Q1 		$785K Buy
+16,740
New +$803K 0.4% 63

Other funds holding MEOH

Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SI
Standard Investments New York $1.83B AUM 4.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
DMIC
Dixon Mitchell Investment Counsel Vancouver, British Columbia, Canada $2.88B AUM 18.53% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
SRAIM
Scheer Rowlett & Associates Investment Management Toronto, Ontario, Canada $1.39B AUM 49.24% 1-Year Est. Return

HCR Wealth Advisors's MEOH Position: Q2 2022 in Review

HCR Wealth Advisors sold out of Methanex (MEOH) in Q2 2022, closing a stake of 66,595 shares — an estimated $3.63M sold.

HCR Wealth Advisors first reported a position in MEOH in Q1 2017 and held it in 13 quarters. The position peaked at $3.63M in Q1 2022. 155 funds tracked by Wall St. Rank hold MEOH as of Q2 2022.

  • HCR Wealth Advisors reported no remaining Methanex position as of Q2 2022 after selling out during the quarter.
  • HCR Wealth Advisors sold 66,595 Methanex shares in Q2 2022, an estimated $3.63M.
  • HCR Wealth Advisors first reported a position in Methanex in Q1 2017 and held it in 13 quarters.
  • HCR Wealth Advisors's Methanex position peaked at $3.63M in Q1 2022.
  • 155 funds tracked by Wall St. Rank held Methanex as of Q2 2022.

Based on HCR Wealth Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.