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YWP
YorkBridge Wealth Partners’s
Fomento Económico Mexicano
FMX
Stock Holding History
YorkBridge Wealth Partners’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
Q4
$592K
Sell
7,584
-819
-10%
-$60.2K
0.15%
116
2022
Q3
$527K
Buy
8,403
+224
+3%
+$14.1K
0.14%
117
2022
Q2
$552K
Buy
8,179
+3,061
+60%
+$226K
0.14%
118
2022
Q1
$424K
Buy
5,118
+107
+2%
+$8.43K
0.09%
163
2021
Q4
$389K
Sell
5,011
-22
-0.4%
-$1.72K
0.09%
193
2021
Q3
$436K
Buy
5,033
+395
+9%
+$34K
0.11%
144
2021
Q2
$392K
Sell
4,638
-5
-0.1%
-$410
0.1%
156
2021
Q1
$350K
Buy
4,643
+1,811
+64%
+$132K
0.1%
168
2020
Q4
$215K
Buy
+2,832
New
+$189K
0.07%
200
2020
Q3
–
Sell
-3,502
Closed
-$217K
–
180
2020
Q2
$217K
Buy
+3,502
New
+$223K
0.1%
163
2020
Q1
–
Sell
-2,573
Closed
-$243K
–
169
2019
Q4
$243K
Buy
2,573
+54
+2%
+$4.96K
0.11%
163
2019
Q3
$231K
Sell
2,519
-46
-2%
-$4.24K
0.12%
160
2019
Q2
$248K
Buy
2,565
+930
+57%
+$90K
0.11%
158
2019
Q1
$151K
Buy
1,635
+50
+3%
+$4.56K
0.07%
206
2018
Q4
$136K
Buy
+1,585
New
+$141K
0.07%
200
2017
Q2
–
Sell
-83
Closed
-$7K
–
885
2017
Q1
$7K
Buy
83
+20
+32%
+$1.63K
﹤0.01%
650
2016
Q4
$5K
Buy
+63
New
+$5.39K
﹤0.01%
678
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1-Year Est. Return
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$528B AUM
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1-Year Est. Return
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$122B AUM
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1-Year Est. Return
Allspring Global Investments
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$59.7B AUM
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1-Year Est. Return
Aberdeen Group
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$61.9B AUM
29.81%
1-Year Est. Return
CM
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New York
$2.52B AUM
25.53%
1-Year Est. Return
BlackRock
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$5.7T AUM
30.48%
1-Year Est. Return
CGI
Comgest Global Investors
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$4.59B AUM
12.96%
1-Year Est. Return
N
Nuveen
Charlotte, North Carolina
$369B AUM
31.66%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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