Loring Wolcott & Coolidge Fiduciary Advisors’s Fomento Económico Mexicano FMX Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2024 Q4	–	Sell	-430	Closed	-$41.5K	–	571
2024 Q3	$41.5K	Hold	430	–	–	﹤0.01%	404
2024 Q2	$50.8K	Buy	+430	New	+$50.3K	﹤0.01%	389
2016 Q1	–	Sell	-450	Closed	-$42K	–	627
2015 Q4	$42K	Hold	450	–	–	﹤0.01%	443
2015 Q3	$40K	Hold	450	–	–	﹤0.01%	439
2015 Q2	$40K	Hold	450	–	–	﹤0.01%	439
2015 Q1	$42K	Hold	450	–	–	﹤0.01%	451
2014 Q4	$40K	Hold	450	–	–	﹤0.01%	454
2014 Q3	$41K	Hold	450	–	–	﹤0.01%	432
2014 Q2	$42K	Hold	450	–	–	﹤0.01%	446
2014 Q1	$42K	Buy	+450	New	+$40.3K	﹤0.01%	424

Other funds holding FMX

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Loring Wolcott & Coolidge Fiduciary Advisors's FMX Position: Q4 2024 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Fomento Económico Mexicano (FMX) in Q4 2024, closing a stake of 430 shares — an estimated $41.5K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in FMX in Q1 2014 and held it in 10 quarters. The position peaked at $50.8K in Q2 2024. 290 funds tracked by Wall St. Rank hold FMX as of Q4 2024.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Fomento Económico Mexicano position as of Q4 2024 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 430 Fomento Económico Mexicano shares in Q4 2024, an estimated $41.5K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Fomento Económico Mexicano in Q1 2014 and held it in 10 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Fomento Económico Mexicano position peaked at $50.8K in Q2 2024.
290 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q4 2024.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q4 2024, filed 28 Jan 2025.