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

Tocqueville 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
2023 Q4	–	Sell	-12,800	Closed	-$1.4M	–	530
2023 Q3	$1.4M	Sell	12,800 -6,200	-33%	-$688K	0.03%	289
2023 Q2	$2.11M	Sell	19,000 -39,600	-68%	-$3.98M	0.04%	261
2023 Q1	$5.58M	Sell	58,600 -80,400	-58%	-$7.03M	0.11%	174
2022 Q4	$10.9M	Sell	139,000 -8,300	-6%	-$610K	0.21%	129
2022 Q3	$9.24M	Sell	147,300 -2,920	-2%	-$184K	0.19%	127
2022 Q2	$10.1M	Sell	150,220 -7,280	-5%	-$538K	0.19%	125
2022 Q1	$13M	Sell	157,500 -4,700	-3%	-$370K	0.2%	122
2021 Q4	$12.6M	Sell	162,200 -2,941	-2%	-$230K	0.17%	128
2021 Q3	$14.3M	Buy	165,141 +27,600	+20%	+$2.37M	0.21%	121
2021 Q2	$11.6M	Hold	137,541	–	–	0.17%	139
2021 Q1	$10.4M	Buy	137,541 +7,200	+6%	+$524K	0.16%	152
2020 Q4	$9.88M	Buy	+130,341	New	+$8.72M	0.16%	140

Other funds holding FMX

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

IUHSA

Itau Unibanco Holding S.A. Sao Paulo, Brazil $5.27B AUM 41.17% 1-Year Est. Return

Tocqueville Asset Management's FMX Position: Q4 2023 in Review

Tocqueville Asset Management sold out of Fomento Económico Mexicano (FMX) in Q4 2023, closing a stake of 12,800 shares — an estimated $1.4M sold.

Tocqueville Asset Management first reported a position in FMX in Q4 2020 and held it in 12 quarters. The position peaked at $14.3M in Q3 2021. 334 funds tracked by Wall St. Rank hold FMX as of Q4 2023.

Tocqueville Asset Management reported no remaining Fomento Económico Mexicano position as of Q4 2023 after selling out during the quarter.
Tocqueville Asset Management sold 12,800 Fomento Económico Mexicano shares in Q4 2023, an estimated $1.4M.
Tocqueville Asset Management first reported a position in Fomento Económico Mexicano in Q4 2020 and held it in 12 quarters.
Tocqueville Asset Management's Fomento Económico Mexicano position peaked at $14.3M in Q3 2021.
334 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q4 2023.

Based on Tocqueville Asset Management's 13F filing for Q4 2023, filed 12 Feb 2024.