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	–	375
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	–	421
2017 Q4	$69K	Buy	+737	New	+$67.2K	0.03%	338

Other funds holding FMX

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

VAM

Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CGI

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Icon Wealth Partners's FMX Position: Q2 2019 in Review

Icon Wealth Partners sold out of Fomento Económico Mexicano (FMX) in Q2 2019, closing a stake of 497 shares — an estimated $46K sold.

Icon Wealth Partners first reported a position in FMX in Q4 2017 and held it in 3 quarters. The position peaked at $74K in Q2 2018. 272 funds tracked by Wall St. Rank hold FMX as of Q2 2019.

Icon Wealth Partners reported no remaining Fomento Económico Mexicano position as of Q2 2019 after selling out during the quarter.
Icon Wealth Partners sold 497 Fomento Económico Mexicano shares in Q2 2019, an estimated $46K.
Icon Wealth Partners first reported a position in Fomento Económico Mexicano in Q4 2017 and held it in 3 quarters.
Icon Wealth Partners's Fomento Económico Mexicano position peaked at $74K in Q2 2018.
272 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.