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 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

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

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

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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

BOK Financial's FMX Position: Q1 2024 in Review

BOK Financial sold out of Fomento Económico Mexicano (FMX) in Q1 2024, closing a stake of 5 shares — an estimated $651 sold.

BOK Financial first reported a position in FMX in Q4 2020 and held it in 9 quarters. The position peaked at $296K in Q2 2022. 330 funds tracked by Wall St. Rank hold FMX as of Q1 2024.

BOK Financial reported no remaining Fomento Económico Mexicano position as of Q1 2024 after selling out during the quarter.
BOK Financial sold 5 Fomento Económico Mexicano shares in Q1 2024, an estimated $651.
BOK Financial first reported a position in Fomento Económico Mexicano in Q4 2020 and held it in 9 quarters.
BOK Financial's Fomento Económico Mexicano position peaked at $296K in Q2 2022.
330 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q1 2024.

Based on BOK Financial's 13F filing for Q1 2024, filed 15 May 2024.