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Synergy Asset Management’s Fomento Económico Mexicano FMX Stock Holding History

Synergy Asset 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
2025
Q1 		– Sell
-19
Closed -$1.88K – 331
2024
Q4 		$1.88K Buy
+19
New +$1.76K ﹤0.01% 680

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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $5.27B AUM 41.17% 1-Year Est. Return

Synergy Asset Management's FMX Position: Q1 2025 in Review

Synergy Asset Management sold out of Fomento Económico Mexicano (FMX) in Q1 2025, closing a stake of 19 shares — an estimated $1.88K sold.

Synergy Asset Management first reported a position in FMX in Q4 2024 and held it in 1 quarter. The position peaked at $1.88K in Q4 2024. 275 funds tracked by Wall St. Rank hold FMX as of Q1 2025.

  • Synergy Asset Management reported no remaining Fomento Económico Mexicano position as of Q1 2025 after selling out during the quarter.
  • Synergy Asset Management sold 19 Fomento Económico Mexicano shares in Q1 2025, an estimated $1.88K.
  • Synergy Asset Management first reported a position in Fomento Económico Mexicano in Q4 2024 and held it in 1 quarter.
  • Synergy Asset Management's Fomento Económico Mexicano position peaked at $1.88K in Q4 2024.
  • 275 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.