Castleview Partners’s Fomento Económico Mexicano FMX Stock Holding History

Castleview Partners’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	-711	Closed	-$92.7K	–	916
2023 Q4	$92.7K	Buy	711 +213	+43%	+$25.3K	0.06%	219
2023 Q3	$54.4K	Buy	498 +64	+15%	+$7.1K	0.05%	243
2023 Q2	$48.1K	Buy	434 +147	+51%	+$14.8K	0.04%	255
2023 Q1	$27.3K	Buy	287 +2	+0.7%	+$175	0.02%	314
2022 Q4	$22.3K	Buy	285 +143	+101%	+$10.5K	0.02%	288
2022 Q3	$9K	Sell	142 -41,307	-100%	-$2.6M	0.01%	392
2022 Q2	$461K	Buy	+41,449	New	+$3.07M	0.37%	59
2021 Q2	$113K	Buy	+1,332	New	+$109K	0.05%	272

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

Castleview Partners's FMX Position: Q1 2024 in Review

Castleview Partners sold out of Fomento Económico Mexicano (FMX) in Q1 2024, closing a stake of 711 shares — an estimated $92.7K sold.

Castleview Partners first reported a position in FMX in Q2 2021 and held it in 8 quarters. The position peaked at $461K in Q2 2022. 330 funds tracked by Wall St. Rank hold FMX as of Q1 2024.

Castleview Partners reported no remaining Fomento Económico Mexicano position as of Q1 2024 after selling out during the quarter.
Castleview Partners sold 711 Fomento Económico Mexicano shares in Q1 2024, an estimated $92.7K.
Castleview Partners first reported a position in Fomento Económico Mexicano in Q2 2021 and held it in 8 quarters.
Castleview Partners's Fomento Económico Mexicano position peaked at $461K in Q2 2022.
330 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q1 2024.

Based on Castleview Partners's 13F filing for Q1 2024, filed 10 May 2024.