Lenox Wealth Management’s Fomento Económico Mexicano FMX Stock Holding History

Lenox Wealth Management’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
2020 Q2	$2K	Buy	45 +5	+13%	+$318	﹤0.01%	639
2020 Q1	$2K	Sell	40 -49	-55%	-$4.14K	﹤0.01%	606
2019 Q4	$8K	Hold	89	–	–	﹤0.01%	474
2019 Q3	$8K	Hold	89	–	–	﹤0.01%	479
2019 Q2	$8K	Hold	89	–	–	﹤0.01%	454
2019 Q1	$8K	Sell	89 -454	-84%	-$41.4K	﹤0.01%	462
2018 Q4	$3K	Buy	543 +138	+34%	+$12.3K	﹤0.01%	518
2018 Q3	$5K	Buy	405 +343	+553%	+$33K	﹤0.01%	499
2018 Q2	$5K	Buy	+62	New	+$5.47K	﹤0.01%	433

Other funds holding FMX

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

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

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

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

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

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

VAM

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

CGI

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

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

Lenox Wealth Management's FMX Position: Q2 2020 in Review

Lenox Wealth Management increased its Fomento Económico Mexicano (FMX) stake by 13% in Q2 2020, buying an estimated $318 and bringing the position to 45 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #639.

Lenox Wealth Management first reported a position in FMX in Q2 2018 and has held it in 9 quarters since. The position peaked at $8K in Q4 2019. 230 funds tracked by Wall St. Rank hold FMX as of Q2 2020.

Lenox Wealth Management held 45 shares of Fomento Económico Mexicano worth $2K as of Q2 2020.
Lenox Wealth Management bought 5 Fomento Económico Mexicano shares in Q2 2020, an estimated $318.
Fomento Económico Mexicano made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #639 holding.
Lenox Wealth Management first reported a position in Fomento Económico Mexicano in Q2 2018 and has held it in 9 quarters since.
Lenox Wealth Management's Fomento Económico Mexicano position peaked at $8K in Q4 2019.
230 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.