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Mirabella Financial Services’s Fomento Económico Mexicano FMX Stock Holding History

Mirabella Financial Services’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
-6,902
Closed -$681K – 252
2024
Q3 		$681K Buy
+6,902
New +$744K 0.04% 132
2023
Q3 		– Sell
-21,145
Closed -$2.34M – 468
2023
Q2 		$2.34M Buy
+21,145
New +$2.13M 0.27% 116
2023
Q1 		– Sell
-16,284
Closed -$1.27M – 467
2022
Q4 		$1.27M Buy
+16,284
New +$1.2M 0.11% 125
2022
Q2 		– Sell
-21,891
Closed -$1.81M – 554
2022
Q1 		$1.81M Buy
+21,891
New +$1.73M 0.21% 102
2021
Q4 		– Sell
-14,242
Closed -$1.24M – 480
2021
Q3 		$1.24M Buy
+14,242
New +$1.22M 0.16% 148

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HL
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Baillie Gifford & Co
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Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return