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Realta Investment Advisors’s Fomento Económico Mexicano FMX Stock Holding History

Realta Investment Advisors’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
Q1 		– Sell
-21
Closed -$2K – 684
2019
Q4 		$2K Hold
21
– – ﹤0.01% 1473
2019
Q3 		$2K Hold
21
– – ﹤0.01% 1494
2019
Q2 		$2K Buy
+21
New +$2.03K ﹤0.01% 1551

Other funds holding FMX

HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
VAM
Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CFM
Coronation Fund Managers Cape Town, South Africa $2.62B AUM 17.1% 1-Year Est. Return

Realta Investment Advisors's FMX Position: Q1 2020 in Review

Realta Investment Advisors sold out of Fomento Económico Mexicano (FMX) in Q1 2020, closing a stake of 21 shares — an estimated $2K sold.

Realta Investment Advisors first reported a position in FMX in Q2 2019 and held it in 3 quarters. The position peaked at $2K in Q4 2019. 231 funds tracked by Wall St. Rank hold FMX as of Q1 2020.

  • Realta Investment Advisors reported no remaining Fomento Económico Mexicano position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 21 Fomento Económico Mexicano shares in Q1 2020, an estimated $2K.
  • Realta Investment Advisors first reported a position in Fomento Económico Mexicano in Q2 2019 and held it in 3 quarters.
  • Realta Investment Advisors's Fomento Económico Mexicano position peaked at $2K in Q4 2019.
  • 231 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.