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SIMA Wealth Partners’s Fomento Económico Mexicano FMX Stock Holding History

SIMA Wealth Partners’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
Q4 		– Sell
-3,721
Closed -$367K – 172
2024
Q3 		$367K Hold
3,721
– – 0.32% 34
2024
Q2 		$401K Buy
+3,721
New +$435K 0.38% 30

Other funds holding FMX

First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 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
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 $122B AUM 29.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

SIMA Wealth Partners's FMX Position: Q4 2024 in Review

SIMA Wealth Partners sold out of Fomento Económico Mexicano (FMX) in Q4 2024, closing a stake of 3,721 shares — an estimated $367K sold.

SIMA Wealth Partners first reported a position in FMX in Q2 2024 and held it in 2 quarters. The position peaked at $401K in Q2 2024. 290 funds tracked by Wall St. Rank hold FMX as of Q4 2024.

  • SIMA Wealth Partners reported no remaining Fomento Económico Mexicano position as of Q4 2024 after selling out during the quarter.
  • SIMA Wealth Partners sold 3,721 Fomento Económico Mexicano shares in Q4 2024, an estimated $367K.
  • SIMA Wealth Partners first reported a position in Fomento Económico Mexicano in Q2 2024 and held it in 2 quarters.
  • SIMA Wealth Partners's Fomento Económico Mexicano position peaked at $401K in Q2 2024.
  • 290 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q4 2024.

Based on SIMA Wealth Partners's 13F filing for Q4 2024, filed 15 Jun 2026.