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Integrated Wealth Concepts’s Fomento Económico Mexicano FMX Stock Holding History

Integrated Wealth Concepts’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
2021
Q1 		– Sell
-12,960
Closed -$982K – 745
2020
Q4 		$982K Buy
12,960
+1,351
+12% +$90.4K 0.05% 258
2020
Q3 		$652K Buy
11,609
+509
+5% +$29.7K 0.04% 290
2020
Q2 		$688K Buy
11,100
+2,236
+25% +$142K 0.05% 229
2020
Q1 		$536K Buy
8,864
+1,608
+22% +$136K 0.05% 217
2019
Q4 		$686K Buy
7,256
+2,996
+70% +$275K 0.06% 218
2019
Q3 		$390K Buy
4,260
+1,559
+58% +$144K 0.04% 245
2019
Q2 		$264K Buy
+2,701
New +$261K 0.03% 307

Other funds holding FMX

HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
VAM
Vontobel Asset Management New York $18B AUM 28.09% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.59B AUM 12.96% 1-Year Est. Return