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

Endowment 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
2023
Q3 		– Sell
-2,054
Closed -$228K – 133
2023
Q2 		$228K Buy
+2,054
New +$207K 0.21% 116

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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 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 $59.7B AUM 29.08% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TCIM
TOMS Capital Investment Management New York $3.81B AUM 26.36% 1-Year Est. Return

Endowment Wealth Management's FMX Position: Q3 2023 in Review

Endowment Wealth Management sold out of Fomento Económico Mexicano (FMX) in Q3 2023, closing a stake of 2,054 shares — an estimated $228K sold.

Endowment Wealth Management first reported a position in FMX in Q2 2023 and held it in 1 quarter. The position peaked at $228K in Q2 2023. 309 funds tracked by Wall St. Rank hold FMX as of Q3 2023.

  • Endowment Wealth Management reported no remaining Fomento Económico Mexicano position as of Q3 2023 after selling out during the quarter.
  • Endowment Wealth Management sold 2,054 Fomento Económico Mexicano shares in Q3 2023, an estimated $228K.
  • Endowment Wealth Management first reported a position in Fomento Económico Mexicano in Q2 2023 and held it in 1 quarter.
  • Endowment Wealth Management's Fomento Económico Mexicano position peaked at $228K in Q2 2023.
  • 309 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q3 2023.

Based on Endowment Wealth Management's 13F filing for Q3 2023, filed 31 Oct 2023.