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FinTrust Capital Advisors’s Fomento Económico Mexicano FMX Stock Holding History

FinTrust Capital Advisors’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 		$12.8K Hold
130
– – ﹤0.01% 892
2024
Q2 		$14K Hold
130
– – ﹤0.01% 838
2024
Q1 		$16.9K Sell
130
-30
-19% -$3.92K ﹤0.01% 768
2023
Q4 		$20.9K Sell
160
-106
-40% -$12.6K ﹤0.01% 690
2023
Q3 		$29K Buy
266
+53
+25% +$5.88K 0.01% 577
2023
Q2 		$16.6K Hold
213
– – ﹤0.01% 686
2023
Q1 		$16.6K Hold
213
– – ﹤0.01% 684
2022
Q4 		$16.6K Buy
213
+103
+94% +$7.58K ﹤0.01% 681
2022
Q3 		$7K Sell
110
-101
-48% -$6.36K ﹤0.01% 955
2022
Q2 		$12K Buy
211
+84
+66% +$6.21K ﹤0.01% 839
2022
Q1 		$11K Buy
127
+24
+23% +$1.89K ﹤0.01% 913
2021
Q4 		$8K Hold
103
– – ﹤0.01% 953
2021
Q3 		$9K Hold
103
– – ﹤0.01% 932
2021
Q2 		$9K Sell
103
-15
-13% -$1.23K ﹤0.01% 954
2021
Q1 		$9K Hold
118
– – ﹤0.01% 919
2020
Q4 		$9K Hold
118
– – ﹤0.01% 865
2020
Q3 		$7K Hold
118
– – ﹤0.01% 888
2020
Q2 		$7K Buy
118
+53
+82% +$3.38K ﹤0.01% 782
2020
Q1 		$4K Hold
65
– – ﹤0.01% 902
2019
Q4 		$6K Sell
65
-490
-88% -$45K ﹤0.01% 824
2019
Q3 		$51K Hold
555
– – 0.02% 446
2019
Q2 		$54K Buy
555
+196
+55% +$19K 0.02% 395
2019
Q1 		$33K Buy
359
+10
+3% +$912 0.01% 474
2018
Q4 		$30K Buy
+349
New +$31K 0.01% 486

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

FinTrust Capital Advisors's FMX Position: Q3 2024 in Review

FinTrust Capital Advisors held its Fomento Económico Mexicano (FMX) position steady in Q3 2024 at 130 shares worth $12.8K. The position accounts for ﹤0.01% of the portfolio, ranked #892.

FinTrust Capital Advisors first reported a position in FMX in Q4 2018 and has held it in 24 quarters since. The position peaked at $54K in Q2 2019. 313 funds tracked by Wall St. Rank hold FMX as of Q3 2024.

  • FinTrust Capital Advisors held 130 shares of Fomento Económico Mexicano worth $12.8K as of Q3 2024.
  • FinTrust Capital Advisors left its Fomento Económico Mexicano share count unchanged in Q3 2024.
  • Fomento Económico Mexicano made up ﹤0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #892 holding.
  • FinTrust Capital Advisors first reported a position in Fomento Económico Mexicano in Q4 2018 and has held it in 24 quarters since.
  • FinTrust Capital Advisors's Fomento Económico Mexicano position peaked at $54K in Q2 2019.
  • 313 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.