CA
FMX icon

Claro Advisors’s Fomento Económico Mexicano FMX Stock Holding History

Claro Advisors’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
-2,149
Closed -$280K – 442
2024
Q1 		$280K Buy
2,149
+318
+17% +$41.5K 0.05% 334
2023
Q4 		$239K Buy
+1,831
New +$218K 0.05% 334
2023
Q3 		– Sell
-1,809
Closed -$201K – 382
2023
Q2 		$201K Buy
+1,809
New +$182K 0.05% 351

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 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
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Claro Advisors's FMX Position: Q2 2024 in Review

Claro Advisors sold out of Fomento Económico Mexicano (FMX) in Q2 2024, closing a stake of 2,149 shares — an estimated $280K sold.

Claro Advisors first reported a position in FMX in Q2 2023 and held it in 3 quarters. The position peaked at $280K in Q1 2024. 309 funds tracked by Wall St. Rank hold FMX as of Q2 2024.

  • Claro Advisors reported no remaining Fomento Económico Mexicano position as of Q2 2024 after selling out during the quarter.
  • Claro Advisors sold 2,149 Fomento Económico Mexicano shares in Q2 2024, an estimated $280K.
  • Claro Advisors first reported a position in Fomento Económico Mexicano in Q2 2023 and held it in 3 quarters.
  • Claro Advisors's Fomento Económico Mexicano position peaked at $280K in Q1 2024.
  • 309 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q2 2024.

Based on Claro Advisors's 13F filing for Q2 2024, filed 31 Jul 2024.