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Cordatus Wealth Management’s Fomento Económico Mexicano FMX Stock Holding History

Cordatus Wealth Management’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
-4,040
Closed -$399K – 145
2024
Q3 		$399K Hold
4,040
– – 0.14% 96
2024
Q2 		$435K Buy
+4,040
New +$473K 0.16% 88
2023
Q3 		– Sell
-4,501
Closed -$499K – 88
2023
Q2 		$499K Buy
+4,501
New +$453K 0.19% 90

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

Cordatus Wealth Management's FMX Position: Q4 2024 in Review

Cordatus Wealth Management sold out of Fomento Económico Mexicano (FMX) in Q4 2024, closing a stake of 4,040 shares — an estimated $399K sold.

Cordatus Wealth Management first reported a position in FMX in Q2 2023 and held it in 3 quarters. The position peaked at $499K in Q2 2023. 290 funds tracked by Wall St. Rank hold FMX as of Q4 2024.

  • Cordatus Wealth Management reported no remaining Fomento Económico Mexicano position as of Q4 2024 after selling out during the quarter.
  • Cordatus Wealth Management sold 4,040 Fomento Económico Mexicano shares in Q4 2024, an estimated $399K.
  • Cordatus Wealth Management first reported a position in Fomento Económico Mexicano in Q2 2023 and held it in 3 quarters.
  • Cordatus Wealth Management's Fomento Económico Mexicano position peaked at $499K in Q2 2023.
  • 290 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q4 2024.

Based on Cordatus Wealth Management's 13F filing for Q4 2024, filed 3 Feb 2025.