YWP
FMX icon

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

Other funds holding FMX

First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
CM
Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

YorkBridge Wealth Partners's FMX Position: Q4 2022 in Review

YorkBridge Wealth Partners reduced its Fomento Económico Mexicano (FMX) stake by 9.7% in Q4 2022, selling an estimated $60.2K and leaving 7,584 shares worth $592K. The position accounts for 0.15% of the portfolio, ranked #116.

YorkBridge Wealth Partners first reported a position in FMX in Q4 2016 and has held it in 17 quarters since. 260 funds tracked by Wall St. Rank hold FMX as of Q4 2022.

  • YorkBridge Wealth Partners held 7,584 shares of Fomento Económico Mexicano worth $592K as of Q4 2022.
  • YorkBridge Wealth Partners sold 819 Fomento Económico Mexicano shares in Q4 2022, an estimated $60.2K.
  • Fomento Económico Mexicano made up 0.15% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #116 holding.
  • YorkBridge Wealth Partners first reported a position in Fomento Económico Mexicano in Q4 2016 and has held it in 17 quarters since.
  • 260 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.