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Concord Wealth Partners’s Fomento Económico Mexicano FMX Stock Holding History

Concord Wealth 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
Q4 		– Sell
-1
Closed -$49 – 949
2024
Q3 		$49 Hold
1
– – ﹤0.01% 947
2024
Q2 		$54 Sell
1
-167
-99% -$19.5K ﹤0.01% 818
2024
Q1 		$21.9K Buy
168
+41
+32% +$5.35K ﹤0.01% 476
2023
Q4 		$16.6K Sell
127
-292
-70% -$34.7K ﹤0.01% 505
2023
Q3 		$45.7K Sell
419
-15
-3% -$1.67K 0.01% 393
2023
Q2 		$48.1K Buy
434
+84
+24% +$8.45K 0.01% 372
2023
Q1 		$33.3K Sell
350
-114
-25% -$9.97K 0.01% 406
2022
Q4 		$36.2K Buy
+464
New +$34.1K 0.01% 423
2022
Q3 		– Sell
-439
Closed -$30K – 501
2022
Q2 		$30K Hold
439
– – 0.01% 451
2022
Q1 		$36K Buy
+439
New +$34.6K 0.01% 488

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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return