Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s Fomento Económico Mexicano FMX Stock Holding History

Envestnet Portfolio Solutions’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
2025
Q1 		– Sell
-3,250
Closed -$278K – 1632
2024
Q4 		$278K Sell
3,250
-621
-16% -$57.6K ﹤0.01% 1539
2024
Q3 		$382K Sell
3,871
-386
-9% -$41.6K ﹤0.01% 1331
2024
Q2 		$458K Sell
4,257
-1,250
-23% -$146K ﹤0.01% 1178
2024
Q1 		$717K Sell
5,507
-511
-8% -$66.7K ﹤0.01% 968
2023
Q4 		$784K Sell
6,018
-663
-10% -$78.9K ﹤0.01% 870
2023
Q3 		$729K Buy
+6,681
New +$742K ﹤0.01% 834

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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $5.27B AUM 41.17% 1-Year Est. Return

Envestnet Portfolio Solutions's FMX Position: Q1 2025 in Review

Envestnet Portfolio Solutions sold out of Fomento Económico Mexicano (FMX) in Q1 2025, closing a stake of 3,250 shares — an estimated $278K sold.

Envestnet Portfolio Solutions first reported a position in FMX in Q3 2023 and held it in 6 quarters. The position peaked at $784K in Q4 2023. 275 funds tracked by Wall St. Rank hold FMX as of Q1 2025.

  • Envestnet Portfolio Solutions reported no remaining Fomento Económico Mexicano position as of Q1 2025 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 3,250 Fomento Económico Mexicano shares in Q1 2025, an estimated $278K.
  • Envestnet Portfolio Solutions first reported a position in Fomento Económico Mexicano in Q3 2023 and held it in 6 quarters.
  • Envestnet Portfolio Solutions's Fomento Económico Mexicano position peaked at $784K in Q4 2023.
  • 275 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q1 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2025, filed 21 Apr 2025.