VisionPoint Advisory Group’s Fomento Económico Mexicano FMX Stock Holding History

VisionPoint Advisory Group’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	-14,435	Closed	-$1.88M	–	837
2023 Q4	$1.88M	Buy	14,435 +785	+6%	+$93.4K	0.69%	41
2023 Q3	$1.49M	Buy	13,650 +1,410	+12%	+$156K	0.64%	45
2023 Q2	$1.36M	Buy	12,240 +4,893	+67%	+$492K	0.55%	52
2023 Q1	$708K	Buy	7,347 +4,317	+142%	+$378K	0.31%	70
2022 Q4	$256K	Buy	+3,030	New	+$223K	0.11%	119

Other funds holding FMX

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

VisionPoint Advisory Group's FMX Position: Q1 2024 in Review

VisionPoint Advisory Group sold out of Fomento Económico Mexicano (FMX) in Q1 2024, closing a stake of 14,435 shares — an estimated $1.88M sold.

VisionPoint Advisory Group first reported a position in FMX in Q4 2022 and held it in 5 quarters. The position peaked at $1.88M in Q4 2023. 329 funds tracked by Wall St. Rank hold FMX as of Q1 2024.

VisionPoint Advisory Group reported no remaining Fomento Económico Mexicano position as of Q1 2024 after selling out during the quarter.
VisionPoint Advisory Group sold 14,435 Fomento Económico Mexicano shares in Q1 2024, an estimated $1.88M.
VisionPoint Advisory Group first reported a position in Fomento Económico Mexicano in Q4 2022 and held it in 5 quarters.
VisionPoint Advisory Group's Fomento Económico Mexicano position peaked at $1.88M in Q4 2023.
329 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q1 2024.

Based on VisionPoint Advisory Group's 13F filing for Q1 2024, filed 10 May 2024.