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Shilanski & Associates’s Fomento Económico Mexicano FMX Stock Holding History

Shilanski & Associates’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
Q3 		– Sell
-1,879
Closed -$202K – 109
2024
Q2 		$202K Sell
1,879
-29
-2% -$3.39K 0.07% 102
2024
Q1 		$249K Sell
1,908
-12
-0.6% -$1.57K 0.09% 87
2023
Q4 		$250K Sell
1,920
-80
-4% -$9.52K 0.1% 85
2023
Q3 		$218K Buy
2,000
+103
+5% +$11.4K 0.09% 91
2023
Q2 		$210K Buy
+1,897
New +$191K 0.09% 102

Other funds holding FMX

First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Shilanski & Associates's FMX Position: Q3 2024 in Review

Shilanski & Associates sold out of Fomento Económico Mexicano (FMX) in Q3 2024, closing a stake of 1,879 shares — an estimated $202K sold.

Shilanski & Associates first reported a position in FMX in Q2 2023 and held it in 5 quarters. The position peaked at $250K in Q4 2023. 313 funds tracked by Wall St. Rank hold FMX as of Q3 2024.

  • Shilanski & Associates reported no remaining Fomento Económico Mexicano position as of Q3 2024 after selling out during the quarter.
  • Shilanski & Associates sold 1,879 Fomento Económico Mexicano shares in Q3 2024, an estimated $202K.
  • Shilanski & Associates first reported a position in Fomento Económico Mexicano in Q2 2023 and held it in 5 quarters.
  • Shilanski & Associates's Fomento Económico Mexicano position peaked at $250K in Q4 2023.
  • 313 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q3 2024.

Based on Shilanski & Associates's 13F filing for Q3 2024, filed 12 Nov 2024.