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Sowell Financial Services’s Fomento Económico Mexicano FMX Stock Holding History

Sowell Financial 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
2021
Q2 		– Sell
-1,341
Closed -$106K – 1291
2021
Q1 		$106K Buy
+1,341
New +$97.6K ﹤0.01% 1340
2020
Q1 		– Sell
-54
Closed -$5K – 2506
2019
Q4 		$5K Buy
54
+36
+200% +$3.31K ﹤0.01% 1904
2019
Q3 		$2K Buy
+18
New +$1.66K ﹤0.01% 2070

Other funds holding FMX

HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

Sowell Financial Services's FMX Position: Q2 2021 in Review

Sowell Financial Services sold out of Fomento Económico Mexicano (FMX) in Q2 2021, closing a stake of 1,341 shares — an estimated $106K sold.

Sowell Financial Services first reported a position in FMX in Q3 2019 and held it in 3 quarters. The position peaked at $106K in Q1 2021. 240 funds tracked by Wall St. Rank hold FMX as of Q2 2021.

  • Sowell Financial Services reported no remaining Fomento Económico Mexicano position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 1,341 Fomento Económico Mexicano shares in Q2 2021, an estimated $106K.
  • Sowell Financial Services first reported a position in Fomento Económico Mexicano in Q3 2019 and held it in 3 quarters.
  • Sowell Financial Services's Fomento Económico Mexicano position peaked at $106K in Q1 2021.
  • 240 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.