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Cresset Asset Management’s Fomento Económico Mexicano FMX Stock Holding History

Cresset Asset 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
-10,595
Closed -$1.05M – 1920
2024
Q3 		$1.05M Sell
10,595
-347
-3% -$37.4K ﹤0.01% 1146
2024
Q2 		$1.18M Sell
10,942
-1,091
-9% -$128K ﹤0.01% 988
2024
Q1 		$1.57M Buy
12,033
+399
+3% +$52.1K 0.01% 765
2023
Q4 		$1.52M Sell
11,634
-2,901
-20% -$345K 0.01% 706
2023
Q3 		$1.59M Buy
14,535
+36
+0.2% +$4K 0.01% 646
2023
Q2 		$1.61M Buy
+14,499
New +$1.46M ﹤0.01% 722
2021
Q4 		– Sell
-5,073
Closed -$440K – 1179
2021
Q3 		$440K Buy
5,073
+401
+9% +$34.5K 0.01% 685
2021
Q2 		$395K Buy
4,672
+264
+6% +$21.6K 0.01% 647
2021
Q1 		$332K Sell
4,408
-130
-3% -$9.46K 0.01% 630
2020
Q4 		$344K Buy
4,538
+443
+11% +$29.6K 0.01% 518
2020
Q3 		$231K Sell
4,095
-25
-0.6% -$1.46K ﹤0.01% 590
2020
Q2 		$255K Buy
+4,120
New +$262K 0.01% 523
2019
Q3 		– Sell
-2,231
Closed -$216K – 547
2019
Q2 		$216K Sell
2,231
-1,034
-32% -$100K 0.01% 423
2019
Q1 		$301K Buy
3,265
+2,640
+422% +$241K 0.01% 273
2018
Q4 		$54K Buy
+625
New +$55.5K ﹤0.01% 458

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

Cresset Asset Management's FMX Position: Q4 2024 in Review

Cresset Asset Management sold out of Fomento Económico Mexicano (FMX) in Q4 2024, closing a stake of 10,595 shares — an estimated $1.05M sold.

Cresset Asset Management first reported a position in FMX in Q4 2018 and held it in 15 quarters. The position peaked at $1.61M in Q2 2023. 290 funds tracked by Wall St. Rank hold FMX as of Q4 2024.

  • Cresset Asset Management reported no remaining Fomento Económico Mexicano position as of Q4 2024 after selling out during the quarter.
  • Cresset Asset Management sold 10,595 Fomento Económico Mexicano shares in Q4 2024, an estimated $1.05M.
  • Cresset Asset Management first reported a position in Fomento Económico Mexicano in Q4 2018 and held it in 15 quarters.
  • Cresset Asset Management's Fomento Económico Mexicano position peaked at $1.61M in Q2 2023.
  • 290 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q4 2024.

Based on Cresset Asset Management's 13F filing for Q4 2024, filed 14 Feb 2025.