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NewSquare Capital’s Fomento Económico Mexicano FMX Stock Holding History

NewSquare Capital’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
2025
Q3 		– Sell
-21
Closed -$2.16K – 557
2025
Q2 		$2.16K Buy
21
+2
+11% +$206 ﹤0.01% 952
2025
Q1 		$1.85K Buy
+19
New +$1.72K ﹤0.01% 853

Other funds holding FMX

First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AP
Antipodes Partners Royal Exchange, Australia $5.19B AUM 36.17% 1-Year Est. Return

NewSquare Capital's FMX Position: Q3 2025 in Review

NewSquare Capital sold out of Fomento Económico Mexicano (FMX) in Q3 2025, closing a stake of 21 shares — an estimated $2.16K sold.

NewSquare Capital first reported a position in FMX in Q1 2025 and held it in 2 quarters. The position peaked at $2.16K in Q2 2025. 277 funds tracked by Wall St. Rank hold FMX as of Q3 2025.

  • NewSquare Capital reported no remaining Fomento Económico Mexicano position as of Q3 2025 after selling out during the quarter.
  • NewSquare Capital sold 21 Fomento Económico Mexicano shares in Q3 2025, an estimated $2.16K.
  • NewSquare Capital first reported a position in Fomento Económico Mexicano in Q1 2025 and held it in 2 quarters.
  • NewSquare Capital's Fomento Económico Mexicano position peaked at $2.16K in Q2 2025.
  • 277 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.