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Concourse Financial Group Securities’s Fomento Económico Mexicano FMX Stock Holding History

Concourse Financial Group Securities’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
2025
Q1 		– Sell
-270
Closed -$23.1K – 742
2024
Q4 		$23.1K Sell
270
-3
-1% -$278 ﹤0.01% 1507
2024
Q3 		$26.9K Sell
273
-17
-6% -$1.83K ﹤0.01% 1433
2024
Q2 		$31.2K Buy
290
+14
+5% +$1.64K ﹤0.01% 1370
2024
Q1 		$36K Sell
276
-39
-12% -$5.09K ﹤0.01% 1323
2023
Q4 		$41.1K Sell
315
-52
-14% -$6.19K ﹤0.01% 1199
2023
Q3 		$40.1K Hold
367
– – ﹤0.01% 1161
2023
Q2 		$40.7K Sell
367
-72
-16% -$7.24K ﹤0.01% 1173
2023
Q1 		$41.8K Sell
439
-6
-1% -$525 ﹤0.01% 1170
2022
Q4 		$34.8K Buy
445
+5
+1% +$368 ﹤0.01% 1237
2022
Q3 		$28K Buy
440
+56
+15% +$3.53K ﹤0.01% 1172
2022
Q2 		$26K Buy
384
+153
+66% +$11.3K ﹤0.01% 1356
2022
Q1 		$19K Sell
231
-9
-4% -$709 ﹤0.01% 1498
2021
Q4 		$19K Hold
240
– – ﹤0.01% 1656
2021
Q3 		$21K Hold
240
– – ﹤0.01% 1644
2021
Q2 		$20K Buy
240
+15
+7% +$1.23K ﹤0.01% 1647
2021
Q1 		$17K Hold
225
– – ﹤0.01% 1607
2020
Q4 		$17K Sell
225
-27
-11% -$1.81K ﹤0.01% 1510
2020
Q3 		$14K Sell
252
-4
-2% -$233 ﹤0.01% 1462
2020
Q2 		$16K Buy
256
+70
+38% +$4.46K ﹤0.01% 1366
2020
Q1 		$11K Sell
186
-13
-7% -$1.1K ﹤0.01% 1420
2019
Q4 		$19K Buy
199
+47
+31% +$4.32K ﹤0.01% 1262
2019
Q3 		$14K Sell
152
-2
-1% -$184 ﹤0.01% 1061
2019
Q2 		$15K Buy
154
+11
+8% +$1.06K ﹤0.01% 1354
2019
Q1 		$13K Hold
143
– – ﹤0.01% 1424
2018
Q4 		$12K Buy
+143
New +$12.7K ﹤0.01% 1350

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 $570B AUM 27.57% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return

Concourse Financial Group Securities's FMX Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Fomento Económico Mexicano (FMX) in Q1 2025, closing a stake of 270 shares — an estimated $23.1K sold.

Concourse Financial Group Securities first reported a position in FMX in Q4 2018 and held it in 25 quarters. The position peaked at $41.8K in Q1 2023. 275 funds tracked by Wall St. Rank hold FMX as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Fomento Económico Mexicano position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 270 Fomento Económico Mexicano shares in Q1 2025, an estimated $23.1K.
  • Concourse Financial Group Securities first reported a position in Fomento Económico Mexicano in Q4 2018 and held it in 25 quarters.
  • Concourse Financial Group Securities's Fomento Económico Mexicano position peaked at $41.8K in Q1 2023.
  • 275 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.