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Okabena Investment Services’s Fomento Económico Mexicano FMX Stock Holding History

Okabena Investment Services’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
2022
Q2 		– Sell
-120
Closed -$10K – 178
2022
Q1 		$10K Hold
120
– – ﹤0.01% 171
2021
Q4 		$9K Buy
+120
New +$9.4K ﹤0.01% 187

Other funds holding FMX

HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $5.27B AUM 41.17% 1-Year Est. Return

Okabena Investment Services's FMX Position: Q2 2022 in Review

Okabena Investment Services sold out of Fomento Económico Mexicano (FMX) in Q2 2022, closing a stake of 120 shares — an estimated $10K sold.

Okabena Investment Services first reported a position in FMX in Q4 2021 and held it in 2 quarters. The position peaked at $10K in Q1 2022. 246 funds tracked by Wall St. Rank hold FMX as of Q2 2022.

  • Okabena Investment Services reported no remaining Fomento Económico Mexicano position as of Q2 2022 after selling out during the quarter.
  • Okabena Investment Services sold 120 Fomento Económico Mexicano shares in Q2 2022, an estimated $10K.
  • Okabena Investment Services first reported a position in Fomento Económico Mexicano in Q4 2021 and held it in 2 quarters.
  • Okabena Investment Services's Fomento Económico Mexicano position peaked at $10K in Q1 2022.
  • 246 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q2 2022.

Based on Okabena Investment Services's 13F filing for Q2 2022, filed 11 Aug 2022.