RPg Family Wealth Advisory’s Fomento Económico Mexicano FMX Stock Holding History

RPg Family Wealth Advisory’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 Q2	–	Sell	-55,035	Closed	-$7.17M	–	114
2024 Q1	$7.17M	Buy	55,035 +922	+2%	+$120K	2.27%	13
2023 Q4	$7.05M	Sell	54,113 -6,682	-11%	-$795K	2.6%	5
2023 Q3	$6.64M	Buy	60,795 +2,649	+5%	+$294K	2.73%	5
2023 Q2	$6.44M	Sell	58,146 -687	-1%	-$69.1K	2.58%	6
2023 Q1	$5.6M	Buy	+58,833	New	+$5.15M	3.08%	7

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

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

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

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

RPg Family Wealth Advisory's FMX Position: Q2 2024 in Review

RPg Family Wealth Advisory sold out of Fomento Económico Mexicano (FMX) in Q2 2024, closing a stake of 55,035 shares — an estimated $7.17M sold.

RPg Family Wealth Advisory first reported a position in FMX in Q1 2023 and held it in 5 quarters. The position peaked at $7.17M in Q1 2024. 309 funds tracked by Wall St. Rank hold FMX as of Q2 2024.

RPg Family Wealth Advisory reported no remaining Fomento Económico Mexicano position as of Q2 2024 after selling out during the quarter.
RPg Family Wealth Advisory sold 55,035 Fomento Económico Mexicano shares in Q2 2024, an estimated $7.17M.
RPg Family Wealth Advisory first reported a position in Fomento Económico Mexicano in Q1 2023 and held it in 5 quarters.
RPg Family Wealth Advisory's Fomento Económico Mexicano position peaked at $7.17M in Q1 2024.
309 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q2 2024.

Based on RPg Family Wealth Advisory's 13F filing for Q2 2024, filed 12 Aug 2024.