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

Prospera 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	-4,252	Closed	-$420K	–	1152
2024 Q3	$420K	Sell	4,252 -14	-0.3%	-$1.51K	0.01%	781
2024 Q2	$459K	Sell	4,266 -2	-0%	-$234	0.01%	739
2024 Q1	$556K	Buy	4,268 +169	+4%	+$22.1K	0.02%	677
2023 Q4	$534K	Sell	4,099 -237	-5%	-$28.2K	0.02%	638
2023 Q3	$473K	Sell	4,336 -478	-10%	-$53.1K	0.02%	634
2023 Q2	$534K	Buy	+4,814	New	+$484K	0.02%	597
2022 Q2	–	Sell	-22	Closed	-$2K	–	1959
2022 Q1	$2K	Buy	+22	New	+$1.73K	﹤0.01%	2477

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

Prospera Financial Services's FMX Position: Q4 2024 in Review

Prospera Financial Services sold out of Fomento Económico Mexicano (FMX) in Q4 2024, closing a stake of 4,252 shares — an estimated $420K sold.

Prospera Financial Services first reported a position in FMX in Q1 2022 and held it in 7 quarters. The position peaked at $556K in Q1 2024. 290 funds tracked by Wall St. Rank hold FMX as of Q4 2024.

Prospera Financial Services reported no remaining Fomento Económico Mexicano position as of Q4 2024 after selling out during the quarter.
Prospera Financial Services sold 4,252 Fomento Económico Mexicano shares in Q4 2024, an estimated $420K.
Prospera Financial Services first reported a position in Fomento Económico Mexicano in Q1 2022 and held it in 7 quarters.
Prospera Financial Services's Fomento Económico Mexicano position peaked at $556K in Q1 2024.
290 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q4 2024.

Based on Prospera Financial Services's 13F filing for Q4 2024, filed 13 Feb 2025.