JTC Employer Solutions Trustee’s Fomento Económico Mexicano FMX Stock Holding History

JTC Employer Solutions Trustee’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 Q4	–	Sell	-250	Closed	-$25K	–	330
2024 Q3	$25K	Hold	250	–	–	﹤0.01%	274
2024 Q2	$27K	Hold	250	–	–	﹤0.01%	270
2024 Q1	$33K	Hold	250	–	–	﹤0.01%	274
2023 Q4	$33K	Hold	250	–	–	﹤0.01%	271
2023 Q3	$27K	Hold	250	–	–	﹤0.01%	284
2023 Q2	$28K	Hold	250	–	–	﹤0.01%	293
2023 Q1	$24K	Hold	250	–	–	﹤0.01%	299
2022 Q4	$20K	Hold	250	–	–	﹤0.01%	322
2022 Q3	$16K	Hold	250	–	–	﹤0.01%	267
2022 Q2	$17K	Hold	250	–	–	﹤0.01%	245
2022 Q1	$21K	Hold	250	–	–	﹤0.01%	246
2021 Q4	$19K	Hold	250	–	–	﹤0.01%	255
2021 Q3	$22K	Hold	250	–	–	﹤0.01%	249
2021 Q2	$21K	Buy	+250	New	+$20.5K	﹤0.01%	247

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

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

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

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

JTC Employer Solutions Trustee's FMX Position: Q4 2024 in Review

JTC Employer Solutions Trustee sold out of Fomento Económico Mexicano (FMX) in Q4 2024, closing a stake of 250 shares — an estimated $25K sold.

JTC Employer Solutions Trustee first reported a position in FMX in Q2 2021 and held it in 14 quarters. The position peaked at $33K in Q1 2024. 290 funds tracked by Wall St. Rank hold FMX as of Q4 2024.

JTC Employer Solutions Trustee reported no remaining Fomento Económico Mexicano position as of Q4 2024 after selling out during the quarter.
JTC Employer Solutions Trustee sold 250 Fomento Económico Mexicano shares in Q4 2024, an estimated $25K.
JTC Employer Solutions Trustee first reported a position in Fomento Económico Mexicano in Q2 2021 and held it in 14 quarters.
JTC Employer Solutions Trustee's Fomento Económico Mexicano position peaked at $33K in Q1 2024.
290 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q4 2024.

Based on JTC Employer Solutions Trustee's 13F filing for Q4 2024, filed 13 Jan 2025.