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DFPG Investments’s Fomento Económico Mexicano FMX Stock Holding History

DFPG Investments’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
2023
Q4 		$710K Buy
5,573
+421
+8% +$50.1K 0.06% 314
2023
Q3 		$612K Buy
+5,152
New +$572K 0.06% 304

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return

DFPG Investments's FMX Position: Q4 2023 in Review

DFPG Investments increased its Fomento Económico Mexicano (FMX) stake by 8.2% in Q4 2023, buying an estimated $50.1K and bringing the position to 5,573 shares worth $710K. The position accounts for 0.06% of the portfolio, ranked #314.

DFPG Investments first reported a position in FMX in Q3 2023 and has held it in 2 quarters since. 333 funds tracked by Wall St. Rank hold FMX as of Q4 2023.

  • DFPG Investments held 5,573 shares of Fomento Económico Mexicano worth $710K as of Q4 2023.
  • DFPG Investments bought 421 Fomento Económico Mexicano shares in Q4 2023, an estimated $50.1K.
  • Fomento Económico Mexicano made up 0.06% of DFPG Investments's portfolio in Q4 2023, its #314 holding.
  • DFPG Investments first reported a position in Fomento Económico Mexicano in Q3 2023 and has held it in 2 quarters since.
  • 333 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q4 2023.

Based on DFPG Investments's 13F filing for Q4 2023, filed 10 Jan 2024.