Valeo Financial Advisors’s Fomento Económico Mexicano FMX Stock Holding History

Valeo Financial 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 Q3	–	Sell	-44	Closed	-$3K	–	1773
2020 Q2	$3K	Buy	44 +17	+63%	+$1.08K	﹤0.01%	1664
2020 Q1	$2K	Buy	+27	New	+$2.28K	﹤0.01%	1522
2018 Q4	–	Sell	-29	Closed	-$2.58K	–	1574
2018 Q3	$2K	Hold	29	–	–	﹤0.01%	1460
2018 Q2	$3K	Hold	29	–	–	﹤0.01%	1252
2018 Q1	$3K	Hold	29	–	–	﹤0.01%	1250
2017 Q4	$3K	Buy	+29	New	+$2.65K	﹤0.01%	1110

Other funds holding FMX

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 New York $60.8B AUM 26.63% 1-Year Est. Return

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

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

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

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

CGI

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

Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

Valeo Financial Advisors's FMX Position: Q3 2020 in Review

Valeo Financial Advisors sold out of Fomento Económico Mexicano (FMX) in Q3 2020, closing a stake of 44 shares — an estimated $3K sold.

Valeo Financial Advisors first reported a position in FMX in Q4 2017 and held it in 6 quarters. The position peaked at $3K in Q2 2020. 213 funds tracked by Wall St. Rank hold FMX as of Q3 2020.

Valeo Financial Advisors reported no remaining Fomento Económico Mexicano position as of Q3 2020 after selling out during the quarter.
Valeo Financial Advisors sold 44 Fomento Económico Mexicano shares in Q3 2020, an estimated $3K.
Valeo Financial Advisors first reported a position in Fomento Económico Mexicano in Q4 2017 and held it in 6 quarters.
Valeo Financial Advisors's Fomento Económico Mexicano position peaked at $3K in Q2 2020.
213 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q3 2020.

Based on Valeo Financial Advisors's 13F filing for Q3 2020, filed 28 Oct 2020.