Corient Private Wealth
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Corient Private Wealth’s Fomento Económico Mexicano FMX Stock Holding History

Corient Private Wealth’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
2026
Q1 		$464K Sell
4,211
-5,571
-57% -$599K ﹤0.01% 2072
2025
Q4 		$987K Buy
9,782
+5,192
+113% +$504K ﹤0.01% 1895
2025
Q3 		$453K Sell
4,590
-195
-4% -$18.1K ﹤0.01% 1851
2025
Q2 		$493K Sell
4,785
-81
-2% -$8.36K ﹤0.01% 1714
2025
Q1 		$475K Sell
4,866
-281
-5% -$25.4K ﹤0.01% 1623
2024
Q4 		$440K Buy
5,147
+686
+15% +$63.7K ﹤0.01% 1691
2024
Q3 		$440K Sell
4,461
-28
-0.6% -$3.02K ﹤0.01% 1809
2024
Q2 		$483K Buy
4,489
+13
+0.3% +$1.52K ﹤0.01% 1660
2024
Q1 		$583K Buy
4,476
+66
+1% +$8.62K ﹤0.01% 1559
2023
Q4 		$575K Buy
4,410
+796
+22% +$94.7K ﹤0.01% 1541
2023
Q3 		$394K Buy
3,614
+13
+0.4% +$1.44K ﹤0.01% 1620
2023
Q2 		$399K Sell
3,601
-100
-3% -$10.1K ﹤0.01% 1563
2023
Q1 		$352K Buy
+3,701
New +$324K ﹤0.01% 1529

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First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 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
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
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.18B AUM 46.57% 1-Year Est. Return