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Diversify Advisory Services’s Fomento Económico Mexicano FMX Stock Holding History

Diversify Advisory Services’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
Q3 		– Sell
-2,216
Closed -$249K – 654
2024
Q2 		$249K Sell
2,216
-4,020
-64% -$470K 0.01% 556
2024
Q1 		$809K Buy
+6,236
New +$814K 0.05% 304

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Diversify Advisory Services's FMX Position: Q3 2024 in Review

Diversify Advisory Services sold out of Fomento Económico Mexicano (FMX) in Q3 2024, closing a stake of 2,216 shares — an estimated $249K sold.

Diversify Advisory Services first reported a position in FMX in Q1 2024 and held it in 2 quarters. The position peaked at $809K in Q1 2024. 313 funds tracked by Wall St. Rank hold FMX as of Q3 2024.

  • Diversify Advisory Services reported no remaining Fomento Económico Mexicano position as of Q3 2024 after selling out during the quarter.
  • Diversify Advisory Services sold 2,216 Fomento Económico Mexicano shares in Q3 2024, an estimated $249K.
  • Diversify Advisory Services first reported a position in Fomento Económico Mexicano in Q1 2024 and held it in 2 quarters.
  • Diversify Advisory Services's Fomento Económico Mexicano position peaked at $809K in Q1 2024.
  • 313 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q3 2024.

Based on Diversify Advisory Services's 13F filing for Q3 2024, filed 25 Oct 2024.