IWP
FMX icon

Icon Wealth Partners’s Fomento Económico Mexicano FMX Stock Holding History

Icon Wealth Partners’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
2019
Q2 		– Sell
-497
Closed -$46K – 377
2019
Q1 		$46K Buy
+497
New +$45.3K 0.02% 369
2018
Q3 		– Sell
-840
Closed -$74K – 422
2018
Q2 		$74K Buy
+840
New +$74.2K 0.03% 302
2018
Q1 		– Sell
-737
Closed -$69K – 422
2017
Q4 		$69K Buy
+737
New +$67.2K 0.03% 338

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HL
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VAM
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JP Morgan Chase
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Schroder Investment Management Group
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CGI
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Royal Bank of Canada
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Morgan Stanley
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Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return