Schechter Investment Advisors’s Fomento Económico Mexicano FMX Stock Holding History

Schechter Investment Advisors’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	$499K	Buy	5,109 +36	+0.7%	+$3.26K	0.04%	369
2024 Q4	$434K	Sell	5,073 -404	-7%	-$37.5K	0.03%	415
2024 Q3	$541K	Sell	5,477 -50	-0.9%	-$5.39K	0.04%	382
2024 Q2	$595K	Sell	5,527 -192	-3%	-$22.5K	0.04%	335
2024 Q1	$745K	Buy	5,719 +405	+8%	+$52.9K	0.06%	304
2023 Q4	$693K	Sell	5,314 -367	-6%	-$43.7K	0.06%	294
2023 Q3	$620K	Sell	5,681 -775	-12%	-$86K	0.06%	300
2023 Q2	$716K	Buy	6,456 +23	+0.4%	+$2.31K	0.06%	311
2023 Q1	$612K	Buy	6,433 +72	+1%	+$6.3K	0.06%	368
2022 Q4	$497K	Buy	6,361 +185	+3%	+$13.6K	0.05%	508
2022 Q3	$388K	Sell	6,176 -167	-3%	-$10.5K	0.04%	595
2022 Q2	$428K	Buy	6,343 +1,751	+38%	+$129K	0.04%	577
2022 Q1	$381K	Buy	4,592 +238	+5%	+$18.8K	0.04%	618
2021 Q4	$338K	Buy	+4,354	New	+$341K	0.03%	642

Other funds holding FMX

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Schechter Investment Advisors's FMX Position: Q1 2025 in Review

Schechter Investment Advisors increased its Fomento Económico Mexicano (FMX) stake by 0.71% in Q1 2025, buying an estimated $3.26K and bringing the position to 5,109 shares worth $499K. The position accounts for 0.04% of the portfolio, ranked #369.

Schechter Investment Advisors first reported a position in FMX in Q4 2021 and has held it in 14 quarters since. The position peaked at $745K in Q1 2024. 274 funds tracked by Wall St. Rank hold FMX as of Q1 2025.

Schechter Investment Advisors held 5,109 shares of Fomento Económico Mexicano worth $499K as of Q1 2025.
Schechter Investment Advisors bought 36 Fomento Económico Mexicano shares in Q1 2025, an estimated $3.26K.
Fomento Económico Mexicano made up 0.04% of Schechter Investment Advisors's portfolio in Q1 2025, its #369 holding.
Schechter Investment Advisors first reported a position in Fomento Económico Mexicano in Q4 2021 and has held it in 14 quarters since.
Schechter Investment Advisors's Fomento Económico Mexicano position peaked at $745K in Q1 2024.
274 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.