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Glassman Wealth Services’s Fomento Económico Mexicano FMX Stock Holding History

Glassman Wealth 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
Q1 		– Sell
-251
Closed -$32.7K – 786
2023
Q4 		$32.7K Buy
251
+8
+3% +$952 ﹤0.01% 564
2023
Q3 		$26.5K Hold
243
– – ﹤0.01% 588
2023
Q2 		$26.9K Buy
243
+2
+0.8% +$201 ﹤0.01% 552
2023
Q1 		$22.9K Buy
241
+2
+0.8% +$175 ﹤0.01% 606
2022
Q4 		$18.7K Buy
239
+18
+8% +$1.32K ﹤0.01% 680
2022
Q3 		$14K Sell
221
-33
-13% -$2.08K ﹤0.01% 705
2022
Q2 		$17K Sell
254
-15
-6% -$1.11K ﹤0.01% 676
2022
Q1 		$22K Buy
269
+43
+19% +$3.39K ﹤0.01% 618
2021
Q4 		$18K Buy
226
+46
+26% +$3.6K ﹤0.01% 631
2021
Q3 		$16K Sell
180
-1
-0.6% -$86 ﹤0.01% 641
2021
Q2 		$15K Sell
181
-3
-2% -$246 ﹤0.01% 648
2021
Q1 		$14K Buy
184
+6
+3% +$437 ﹤0.01% 623
2020
Q4 		$13K Buy
178
+31
+21% +$2.07K ﹤0.01% 638
2020
Q3 		$8K Buy
147
+85
+137% +$4.96K ﹤0.01% 668
2020
Q2 		$4K Buy
+62
New +$3.95K ﹤0.01% 673

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Glassman Wealth Services's FMX Position: Q1 2024 in Review

Glassman Wealth Services sold out of Fomento Económico Mexicano (FMX) in Q1 2024, closing a stake of 251 shares — an estimated $32.7K sold.

Glassman Wealth Services first reported a position in FMX in Q2 2020 and held it in 15 quarters. The position peaked at $32.7K in Q4 2023. 330 funds tracked by Wall St. Rank hold FMX as of Q1 2024.

  • Glassman Wealth Services reported no remaining Fomento Económico Mexicano position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 251 Fomento Económico Mexicano shares in Q1 2024, an estimated $32.7K.
  • Glassman Wealth Services first reported a position in Fomento Económico Mexicano in Q2 2020 and held it in 15 quarters.
  • Glassman Wealth Services's Fomento Económico Mexicano position peaked at $32.7K in Q4 2023.
  • 330 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.