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BOK Financial’s Fomento Económico Mexicano FMX Stock Holding History

BOK Financial’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
Q1 		– Sell
-5
Closed -$651 – 1237
2023
Q4 		$651 Buy
+5
New +$595 ﹤0.01% 1175
2023
Q1 		– Sell
-3,648
Closed -$285K – 1192
2022
Q4 		$285K Sell
3,648
-152
-4% -$11.2K 0.01% 770
2022
Q3 		$239K Sell
3,800
-585
-13% -$36.9K ﹤0.01% 803
2022
Q2 		$296K Buy
4,385
+1,687
+63% +$125K 0.01% 781
2022
Q1 		$224K Sell
2,698
-53
-2% -$4.18K ﹤0.01% 898
2021
Q4 		$213K Sell
2,751
-20
-0.7% -$1.57K ﹤0.01% 920
2021
Q3 		$240K Buy
+2,771
New +$238K ﹤0.01% 875
2021
Q1 		$210K Buy
2,781
+101
+4% +$7.35K ﹤0.01% 867
2020
Q4 		$203K Buy
+2,680
New +$179K ﹤0.01% 867

Other funds holding FMX

First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return