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Bogart Wealth LLC’s Fomento Económico Mexicano FMX Stock Holding History

Bogart Wealth LLC’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
2025
Q1 		– Sell
-11
Closed -$940 – 1455
2024
Q4 		$940 Buy
+11
New +$1.02K ﹤0.01% 1211

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $5.27B AUM 41.17% 1-Year Est. Return

Bogart Wealth LLC's FMX Position: Q1 2025 in Review

Bogart Wealth LLC sold out of Fomento Económico Mexicano (FMX) in Q1 2025, closing a stake of 11 shares — an estimated $940 sold.

Bogart Wealth LLC first reported a position in FMX in Q4 2024 and held it in 1 quarter. The position peaked at $940 in Q4 2024. 275 funds tracked by Wall St. Rank hold FMX as of Q1 2025.

  • Bogart Wealth LLC reported no remaining Fomento Económico Mexicano position as of Q1 2025 after selling out during the quarter.
  • Bogart Wealth LLC sold 11 Fomento Económico Mexicano shares in Q1 2025, an estimated $940.
  • Bogart Wealth LLC first reported a position in Fomento Económico Mexicano in Q4 2024 and held it in 1 quarter.
  • Bogart Wealth LLC's Fomento Económico Mexicano position peaked at $940 in Q4 2024.
  • 275 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q1 2025.

Based on Bogart Wealth LLC's 13F filing for Q1 2025, filed 2 May 2025.