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Spire Wealth Management’s Fomento Económico Mexicano FMX Stock Holding History

Spire 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
2024
Q1 		– Sell
-4,222
Closed -$564K – 2343
2023
Q4 		$564K Buy
+4,222
New +$502K 0.02% 493
2023
Q2 		– Sell
-29
Closed -$2.76K – 2438
2023
Q1 		$2.76K Hold
29
– – ﹤0.01% 2186
2022
Q4 		$2K Hold
29
– – ﹤0.01% 2040
2022
Q3 		$2K Hold
29
– – ﹤0.01% 1943
2022
Q2 		$2K Hold
29
– – ﹤0.01% 2353
2022
Q1 		$2K Sell
29
-251
-90% -$19.8K ﹤0.01% 2392
2021
Q4 		$22K Buy
280
+52
+23% +$4.07K ﹤0.01% 2081
2021
Q3 		$20K Sell
228
-83
-27% -$7.14K ﹤0.01% 1853
2021
Q2 		$26K Sell
311
-70
-18% -$5.73K ﹤0.01% 1767
2021
Q1 		$29K Buy
+381
New +$27.7K ﹤0.01% 1975

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Spire Wealth Management's FMX Position: Q1 2024 in Review

Spire Wealth Management sold out of Fomento Económico Mexicano (FMX) in Q1 2024, closing a stake of 4,222 shares — an estimated $564K sold.

Spire Wealth Management first reported a position in FMX in Q1 2021 and held it in 10 quarters. The position peaked at $564K in Q4 2023. 330 funds tracked by Wall St. Rank hold FMX as of Q1 2024.

  • Spire Wealth Management reported no remaining Fomento Económico Mexicano position as of Q1 2024 after selling out during the quarter.
  • Spire Wealth Management sold 4,222 Fomento Económico Mexicano shares in Q1 2024, an estimated $564K.
  • Spire Wealth Management first reported a position in Fomento Económico Mexicano in Q1 2021 and held it in 10 quarters.
  • Spire Wealth Management's Fomento Económico Mexicano position peaked at $564K in Q4 2023.
  • 330 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q1 2024.

Based on Spire Wealth Management's 13F filing for Q1 2024, filed 24 Apr 2024.