Jackson Grant Investment Advisers’s Fomento Económico Mexicano FMX Stock Holding History

Jackson Grant Investment Advisers’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	-81	Closed	-$6.92K	–	387
2024 Q4	$6.92K	Hold	81	–	–	﹤0.01%	292
2024 Q3	$8K	Hold	81	–	–	﹤0.01%	280
2024 Q2	$8.72K	Hold	81	–	–	﹤0.01%	274
2024 Q1	$10.6K	Hold	81	–	–	﹤0.01%	256
2023 Q4	$10.6K	Hold	81	–	–	﹤0.01%	251
2023 Q3	$8.84K	Hold	81	–	–	﹤0.01%	261
2023 Q2	$8.98K	Buy	+81	New	+$8.15K	﹤0.01%	262

Other funds holding FMX

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Jackson Grant Investment Advisers's FMX Position: Q1 2025 in Review

Jackson Grant Investment Advisers sold out of Fomento Económico Mexicano (FMX) in Q1 2025, closing a stake of 81 shares — an estimated $6.92K sold.

Jackson Grant Investment Advisers first reported a position in FMX in Q2 2023 and held it in 7 quarters. The position peaked at $10.6K in Q4 2023. 275 funds tracked by Wall St. Rank hold FMX as of Q1 2025.

Jackson Grant Investment Advisers reported no remaining Fomento Económico Mexicano position as of Q1 2025 after selling out during the quarter.
Jackson Grant Investment Advisers sold 81 Fomento Económico Mexicano shares in Q1 2025, an estimated $6.92K.
Jackson Grant Investment Advisers first reported a position in Fomento Económico Mexicano in Q2 2023 and held it in 7 quarters.
Jackson Grant Investment Advisers's Fomento Económico Mexicano position peaked at $10.6K in Q4 2023.
275 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q1 2025.

Based on Jackson Grant Investment Advisers's 13F filing for Q1 2025, filed 6 May 2025.