Commonwealth Equity Services
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Commonwealth Equity Services’s Fomento Económico Mexicano FMX Stock Holding History

Commonwealth Equity Services’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
Q4 		– Sell
-3,471
Closed -$343K – 4138
2024
Q3 		$343K Buy
+3,471
New +$374K ﹤0.01% 3230

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HL
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Royal Bank of Canada
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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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Commonwealth Equity Services's FMX Position: Q4 2024 in Review

Commonwealth Equity Services sold out of Fomento Económico Mexicano (FMX) in Q4 2024, closing a stake of 3,471 shares — an estimated $343K sold.

Commonwealth Equity Services first reported a position in FMX in Q3 2024 and held it in 1 quarter. The position peaked at $343K in Q3 2024. 290 funds tracked by Wall St. Rank hold FMX as of Q4 2024.

  • Commonwealth Equity Services reported no remaining Fomento Económico Mexicano position as of Q4 2024 after selling out during the quarter.
  • Commonwealth Equity Services sold 3,471 Fomento Económico Mexicano shares in Q4 2024, an estimated $343K.
  • Commonwealth Equity Services first reported a position in Fomento Económico Mexicano in Q3 2024 and held it in 1 quarter.
  • Commonwealth Equity Services's Fomento Económico Mexicano position peaked at $343K in Q3 2024.
  • 290 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q4 2024.

Based on Commonwealth Equity Services's 13F filing for Q4 2024, filed 10 Feb 2025.