Blue Square Asset Management’s Fomento Económico Mexicano FMX Stock Holding History

Blue Square Asset 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 Q2	–	Sell	-1,574	Closed	-$205K	–	75
2024 Q1	$205K	Sell	1,574 -7,835	-83%	-$1.02M	0.14%	74
2023 Q4	$1.23M	Buy	9,409 +2,014	+27%	+$240K	0.82%	38
2023 Q3	$807K	Sell	7,395 -2,142	-22%	-$238K	0.59%	50
2023 Q2	$1.06M	Buy	9,537 +1,612	+20%	+$162K	0.75%	43
2023 Q1	$754K	Buy	+7,925	New	+$693K	0.5%	24

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

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

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

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

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

Blue Square Asset Management's FMX Position: Q2 2024 in Review

Blue Square Asset Management sold out of Fomento Económico Mexicano (FMX) in Q2 2024, closing a stake of 1,574 shares — an estimated $205K sold.

Blue Square Asset Management first reported a position in FMX in Q1 2023 and held it in 5 quarters. The position peaked at $1.23M in Q4 2023. 309 funds tracked by Wall St. Rank hold FMX as of Q2 2024.

Blue Square Asset Management reported no remaining Fomento Económico Mexicano position as of Q2 2024 after selling out during the quarter.
Blue Square Asset Management sold 1,574 Fomento Económico Mexicano shares in Q2 2024, an estimated $205K.
Blue Square Asset Management first reported a position in Fomento Económico Mexicano in Q1 2023 and held it in 5 quarters.
Blue Square Asset Management's Fomento Económico Mexicano position peaked at $1.23M in Q4 2023.
309 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q2 2024.

Based on Blue Square Asset Management's 13F filing for Q2 2024, filed 7 Aug 2024.