Bartlett & Co Wealth Management’s Fomento Económico Mexicano FMX Stock Holding History

Bartlett & Co Wealth Management’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
2024 Q4	–	Sell	-525	Closed	-$51.8K	–	1133
2024 Q3	$51.8K	Hold	525	–	–	﹤0.01%	648
2024 Q2	$56.5K	Hold	525	–	–	﹤0.01%	640
2024 Q1	$68.4K	Sell	525 -260	-33%	-$34K	﹤0.01%	612
2023 Q4	$103K	Hold	785	–	–	﹤0.01%	572
2023 Q3	$85.7K	Hold	785	–	–	﹤0.01%	569
2023 Q2	$87K	Hold	785	–	–	﹤0.01%	565
2023 Q1	$74.7K	Hold	785	–	–	﹤0.01%	504
2022 Q4	$61.3K	Hold	785	–	–	﹤0.01%	552
2022 Q3	$49.3K	Hold	785	–	–	﹤0.01%	566
2022 Q2	$53K	Sell	785 -175	-18%	-$12.9K	﹤0.01%	562
2022 Q1	$79.5K	Buy	+960	New	+$75.7K	﹤0.01%	518
2021 Q4	–	Sell	-1,190	Closed	-$103K	–	563
2021 Q3	$103K	Hold	1,190	–	–	﹤0.01%	409
2021 Q2	$101K	Sell	1,190 -155	-12%	-$12.7K	﹤0.01%	410
2021 Q1	$101K	Sell	1,345 -50,578	-97%	-$3.68M	﹤0.01%	413
2020 Q4	$3.93M	Sell	51,923 -1,004	-2%	-$67.2K	0.08%	136
2020 Q3	$2.97M	Sell	52,927 -760	-1%	-$44.4K	0.07%	141
2020 Q2	$3.33M	Sell	53,687 -2,595	-5%	-$165K	0.09%	137
2020 Q1	$3.41M	Sell	56,282 -3,019	-5%	-$255K	0.1%	128
2019 Q4	$5.6M	Sell	59,301 -1,000	-2%	-$91.9K	0.14%	113
2019 Q3	$5.52M	Buy	+60,301	New	+$5.56M	0.14%	116

Other funds holding FMX

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Bartlett & Co Wealth Management's FMX Position: Q4 2024 in Review

Bartlett & Co Wealth Management sold out of Fomento Económico Mexicano (FMX) in Q4 2024, closing a stake of 525 shares — an estimated $51.8K sold.

Bartlett & Co Wealth Management first reported a position in FMX in Q3 2019 and held it in 20 quarters. The position peaked at $5.6M in Q4 2019. 290 funds tracked by Wall St. Rank hold FMX as of Q4 2024.

Bartlett & Co Wealth Management reported no remaining Fomento Económico Mexicano position as of Q4 2024 after selling out during the quarter.
Bartlett & Co Wealth Management sold 525 Fomento Económico Mexicano shares in Q4 2024, an estimated $51.8K.
Bartlett & Co Wealth Management first reported a position in Fomento Económico Mexicano in Q3 2019 and held it in 20 quarters.
Bartlett & Co Wealth Management's Fomento Económico Mexicano position peaked at $5.6M in Q4 2019.
290 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q4 2024.

Based on Bartlett & Co Wealth Management's 13F filing for Q4 2024, filed 17 Jan 2025.