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Beverly Hills Private Wealth’s Fomento Económico Mexicano FMX Stock Holding History

Beverly Hills Private Wealth’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
Q2 		– Sell
-1,867
Closed -$243K – 357
2024
Q1 		$243K Sell
1,867
-67
-3% -$8.75K 0.06% 308
2023
Q4 		$252K Sell
1,934
-62
-3% -$7.38K 0.07% 282
2023
Q3 		$218K Sell
1,996
-2,242
-53% -$249K 0.06% 267
2023
Q2 		$469K Buy
+4,238
New +$426K 0.08% 240

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 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

Beverly Hills Private Wealth's FMX Position: Q2 2024 in Review

Beverly Hills Private Wealth sold out of Fomento Económico Mexicano (FMX) in Q2 2024, closing a stake of 1,867 shares — an estimated $243K sold.

Beverly Hills Private Wealth first reported a position in FMX in Q2 2023 and held it in 4 quarters. The position peaked at $469K in Q2 2023. 309 funds tracked by Wall St. Rank hold FMX as of Q2 2024.

  • Beverly Hills Private Wealth reported no remaining Fomento Económico Mexicano position as of Q2 2024 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 1,867 Fomento Económico Mexicano shares in Q2 2024, an estimated $243K.
  • Beverly Hills Private Wealth first reported a position in Fomento Económico Mexicano in Q2 2023 and held it in 4 quarters.
  • Beverly Hills Private Wealth's Fomento Económico Mexicano position peaked at $469K in Q2 2023.
  • 309 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q2 2024.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2024, filed 8 Aug 2024.