Ritholtz Wealth Management’s Fomento Económico Mexicano FMX Stock Holding History

Ritholtz Wealth Management’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 Q1	–	Sell	-6,156	Closed	-$526K	–	948
2024 Q4	$526K	Sell	6,156 -2,801	-31%	-$260K	0.02%	547
2024 Q3	$884K	Sell	8,957 -1,520	-15%	-$164K	0.03%	402
2024 Q2	$1.13M	Sell	10,477 -1,745	-14%	-$204K	0.04%	325
2024 Q1	$1.59M	Buy	12,222 +364	+3%	+$47.5K	0.05%	238
2023 Q4	$1.55M	Buy	11,858 +2,965	+33%	+$353K	0.06%	218
2023 Q3	$971K	Buy	8,893 +232	+3%	+$25.8K	0.04%	288
2023 Q2	$960K	Buy	8,661 +910	+12%	+$91.5K	0.04%	280
2023 Q1	$738K	Buy	+7,751	New	+$678K	0.04%	333

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

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

IUHSA

Itau Unibanco Holding S.A. Sao Paulo, Brazil $5.27B AUM 41.17% 1-Year Est. Return

Ritholtz Wealth Management's FMX Position: Q1 2025 in Review

Ritholtz Wealth Management sold out of Fomento Económico Mexicano (FMX) in Q1 2025, closing a stake of 6,156 shares — an estimated $526K sold.

Ritholtz Wealth Management first reported a position in FMX in Q1 2023 and held it in 8 quarters. The position peaked at $1.59M in Q1 2024. 275 funds tracked by Wall St. Rank hold FMX as of Q1 2025.

Ritholtz Wealth Management reported no remaining Fomento Económico Mexicano position as of Q1 2025 after selling out during the quarter.
Ritholtz Wealth Management sold 6,156 Fomento Económico Mexicano shares in Q1 2025, an estimated $526K.
Ritholtz Wealth Management first reported a position in Fomento Económico Mexicano in Q1 2023 and held it in 8 quarters.
Ritholtz Wealth Management's Fomento Económico Mexicano position peaked at $1.59M in Q1 2024.
275 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q1 2025.

Based on Ritholtz Wealth Management's 13F filing for Q1 2025, filed 17 Apr 2025.