Atria Investments’s Fomento Económico Mexicano FMX Stock Holding History

Atria Investments’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
2026 Q1	$2.15M	Buy	19,343 +2,362	+14%	+$254K	0.02%	677
2025 Q4	$1.72M	Buy	16,981 +2,593	+18%	+$252K	0.02%	801
2025 Q3	$1.42M	Buy	14,388 +377	+3%	+$35K	0.02%	874
2025 Q2	$1.44M	Buy	14,011 +753	+6%	+$77.7K	0.02%	869
2025 Q1	$1.29M	Buy	13,258 +2,023	+18%	+$183K	0.02%	895
2024 Q4	$960K	Sell	11,235 -2,630	-19%	-$244K	0.01%	1002
2024 Q3	$1.37M	Sell	13,865 -293	-2%	-$31.6K	0.02%	831
2024 Q2	$1.52M	Sell	14,158 -4,729	-25%	-$553K	0.02%	749
2024 Q1	$2.46M	Sell	18,887 -2,283	-11%	-$298K	0.03%	575
2023 Q4	$2.76M	Sell	21,170 -1,650	-7%	-$196K	0.04%	476
2023 Q3	$2.49M	Buy	22,820 +3,088	+16%	+$343K	0.04%	489
2023 Q2	$2.19M	Buy	19,732 +6,577	+50%	+$661K	0.04%	514
2023 Q1	$1.25M	Buy	+13,155	New	+$1.15M	0.02%	719
2022 Q2	–	Sell	-20,392	Closed	-$1.69M	–	791
2022 Q1	$1.69M	Sell	20,392 -1,263	-6%	-$99.5K	0.03%	630
2021 Q4	$1.68M	Buy	21,655 +395	+2%	+$30.9K	0.03%	635
2021 Q3	$1.84M	Buy	21,260 +1,139	+6%	+$97.9K	0.03%	559
2021 Q2	$1.7M	Buy	20,121 +2,244	+13%	+$184K	0.03%	569
2021 Q1	$1.35M	Buy	+17,877	New	+$1.3M	0.03%	597

Other funds holding FMX

First Eagle Investment Management

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Schroder Investment Management Group

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.18B AUM 46.57% 1-Year Est. Return