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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
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return