JFS Wealth Advisors’s Fomento Económico Mexicano FMX Stock Holding History

JFS Wealth 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
2026 Q2	$2.69K	Sell	21 -2	-9%	-$241	﹤0.01%	1510
2026 Q1	$2.56K	Sell	23 -31	-57%	-$3.34K	﹤0.01%	1438
2025 Q4	$5.46K	Hold	54	–	–	﹤0.01%	1204
2025 Q3	$5.33K	Hold	54	–	–	﹤0.01%	1099
2025 Q2	$5.56K	Hold	54	–	–	﹤0.01%	1047
2025 Q1	$5.27K	Hold	54	–	–	﹤0.01%	1104
2024 Q4	$4.62K	Hold	54	–	–	﹤0.01%	1156
2024 Q3	$5.33K	Hold	54	–	–	﹤0.01%	1095
2024 Q2	$5.81K	Sell	54 -11	-17%	-$1.29K	﹤0.01%	1004
2024 Q1	$8.47K	Sell	65 -54	-45%	-$7.05K	﹤0.01%	876
2023 Q4	$15.5K	Buy	119 +67	+129%	+$7.97K	﹤0.01%	648
2023 Q3	$5.68K	Hold	52	–	–	﹤0.01%	945
2023 Q2	$5.76K	Hold	52	–	–	﹤0.01%	933
2023 Q1	$4.95K	Hold	52	–	–	﹤0.01%	991
2022 Q4	$4.06K	Sell	52 -12	-19%	-$883	﹤0.01%	1076
2022 Q3	$4K	Sell	64 -15	-19%	-$945	﹤0.01%	1056
2022 Q2	$5K	Sell	79 -2	-2%	-$148	﹤0.01%	982
2022 Q1	$7K	Sell	81 -101	-55%	-$7.96K	﹤0.01%	916
2021 Q4	$14K	Sell	182 -163	-47%	-$12.8K	﹤0.01%	632
2021 Q3	$30K	Sell	345 -71	-17%	-$6.11K	﹤0.01%	482
2021 Q2	$35K	Sell	416 -24	-5%	-$1.97K	0.01%	311
2021 Q1	$33K	Buy	440 +260	+144%	+$18.9K	0.01%	290
2020 Q4	$14K	Buy	180 +60	+50%	+$4.01K	﹤0.01%	378
2020 Q3	$7K	Buy	+120	New	+$7K	﹤0.01%	420

Other funds holding FMX

Northcape Capital Sydney, Australia $742M AUM 2.34% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return