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

Venturi 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
2025 Q1	–	Sell	-25	Closed	-$2.14K	–	1029
2024 Q4	$2.14K	Buy	25 +4	+19%	+$371	﹤0.01%	1844
2024 Q3	$2.07K	Buy	+21	New	+$2.26K	﹤0.01%	1661
2024 Q1	–	Sell	-16	Closed	-$2.09K	–	1390
2023 Q4	$2.09K	Buy	+16	New	+$1.9K	﹤0.01%	1211
2023 Q3	–	Sell	-16	Closed	-$1.77K	–	1345
2023 Q2	$1.77K	Buy	+16	New	+$1.61K	﹤0.01%	939

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

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

Venturi Wealth Management's FMX Position: Q1 2025 in Review

Venturi Wealth Management sold out of Fomento Económico Mexicano (FMX) in Q1 2025, closing a stake of 25 shares — an estimated $2.14K sold.

Venturi Wealth Management first reported a position in FMX in Q2 2023 and held it in 4 quarters. The position peaked at $2.14K in Q4 2024. 275 funds tracked by Wall St. Rank hold FMX as of Q1 2025.

Venturi Wealth Management reported no remaining Fomento Económico Mexicano position as of Q1 2025 after selling out during the quarter.
Venturi Wealth Management sold 25 Fomento Económico Mexicano shares in Q1 2025, an estimated $2.14K.
Venturi Wealth Management first reported a position in Fomento Económico Mexicano in Q2 2023 and held it in 4 quarters.
Venturi Wealth Management's Fomento Económico Mexicano position peaked at $2.14K in Q4 2024.
275 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.