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Wealthspire Advisors (Maryland)’s Coca-Cola Femsa KOF Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio KOF Stock Details KOF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-161
Closed -$11K – 1277
2019
Q1 		$11K Buy
161
+155
+2,583% +$9.72K ﹤0.01% 1491
2018
Q4 		$0 Buy
+6
New +$363 ﹤0.01% 2508

Other funds holding KOF

Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
II
INCA Investments Miami, Florida $282M AUM 42.53% 1-Year Est. Return
TBC
Tweedy, Browne Co Stamford, Connecticut $1.26B AUM 33.88% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
AIM
ARGA Investment Management Stamford, Connecticut $3.05B AUM 47.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s KOF Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Coca-Cola Femsa (KOF) in Q2 2019, closing a stake of 161 shares — an estimated $11K sold.

Wealthspire Advisors (Maryland) first reported a position in KOF in Q4 2018 and held it in 2 quarters. The position peaked at $11K in Q1 2019. 109 funds tracked by Wall St. Rank hold KOF as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Coca-Cola Femsa position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 161 Coca-Cola Femsa shares in Q2 2019, an estimated $11K.
  • Wealthspire Advisors (Maryland) first reported a position in Coca-Cola Femsa in Q4 2018 and held it in 2 quarters.
  • Wealthspire Advisors (Maryland)'s Coca-Cola Femsa position peaked at $11K in Q1 2019.
  • 109 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.