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Lake Street Advisors Group’s Fomento Económico Mexicano FMX Stock Holding History

Lake Street Advisors Group’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
-2,000
Closed -$261K – 663
2023
Q4 		$261K Buy
+2,000
New +$238K 0.01% 482

Other funds holding FMX

First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Lake Street Advisors Group's FMX Position: Q1 2024 in Review

Lake Street Advisors Group sold out of Fomento Económico Mexicano (FMX) in Q1 2024, closing a stake of 2,000 shares — an estimated $261K sold.

Lake Street Advisors Group first reported a position in FMX in Q4 2023 and held it in 1 quarter. The position peaked at $261K in Q4 2023. 329 funds tracked by Wall St. Rank hold FMX as of Q1 2024.

  • Lake Street Advisors Group reported no remaining Fomento Económico Mexicano position as of Q1 2024 after selling out during the quarter.
  • Lake Street Advisors Group sold 2,000 Fomento Económico Mexicano shares in Q1 2024, an estimated $261K.
  • Lake Street Advisors Group first reported a position in Fomento Económico Mexicano in Q4 2023 and held it in 1 quarter.
  • Lake Street Advisors Group's Fomento Económico Mexicano position peaked at $261K in Q4 2023.
  • 329 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q1 2024.

Based on Lake Street Advisors Group's 13F filing for Q1 2024, filed 13 May 2024.