Wealth Enhancement Advisory Services
FMX icon

Wealth Enhancement Advisory Services’s Fomento Económico Mexicano FMX Stock Holding History

Wealth Enhancement Advisory Services’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
2026
Q1 		– Sell
-2,418
Closed -$244K – 3697
2025
Q4 		$244K Buy
2,418
+28
+1% +$2.72K ﹤0.01% 3104
2025
Q3 		$225K Sell
2,390
-100
-4% -$9.29K ﹤0.01% 3021
2025
Q2 		$263K Buy
+2,490
New +$257K ﹤0.01% 2746

Other funds holding FMX

First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $5.27B AUM 41.17% 1-Year Est. Return

Wealth Enhancement Advisory Services's FMX Position: Q1 2026 in Review

Wealth Enhancement Advisory Services sold out of Fomento Económico Mexicano (FMX) in Q1 2026, closing a stake of 2,418 shares — an estimated $244K sold.

Wealth Enhancement Advisory Services first reported a position in FMX in Q2 2025 and held it in 3 quarters. The position peaked at $263K in Q2 2025. 308 funds tracked by Wall St. Rank hold FMX as of Q1 2026.

  • Wealth Enhancement Advisory Services reported no remaining Fomento Económico Mexicano position as of Q1 2026 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 2,418 Fomento Económico Mexicano shares in Q1 2026, an estimated $244K.
  • Wealth Enhancement Advisory Services first reported a position in Fomento Económico Mexicano in Q2 2025 and held it in 3 quarters.
  • Wealth Enhancement Advisory Services's Fomento Económico Mexicano position peaked at $263K in Q2 2025.
  • 308 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q1 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q1 2026, filed 8 Apr 2026.