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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 $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
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

Concord Wealth Partners's FMX Position: Q4 2024 in Review

Concord Wealth Partners sold out of Fomento Económico Mexicano (FMX) in Q4 2024, closing a stake of 1 share — an estimated $49 sold.

Concord Wealth Partners first reported a position in FMX in Q1 2022 and held it in 10 quarters. The position peaked at $48.1K in Q2 2023. 290 funds tracked by Wall St. Rank hold FMX as of Q4 2024.

  • Concord Wealth Partners reported no remaining Fomento Económico Mexicano position as of Q4 2024 after selling out during the quarter.
  • Concord Wealth Partners sold 1 Fomento Económico Mexicano share in Q4 2024, an estimated $49.
  • Concord Wealth Partners first reported a position in Fomento Económico Mexicano in Q1 2022 and held it in 10 quarters.
  • Concord Wealth Partners's Fomento Económico Mexicano position peaked at $48.1K in Q2 2023.
  • 290 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q4 2024.

Based on Concord Wealth Partners's 13F filing for Q4 2024, filed 24 Jan 2025.