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WR Wealth Planners’s Fomento Económico Mexicano FMX Stock Holding History

WR Wealth Planners’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
Q2 		– Sell
-3
Closed -$286 – 923
2023
Q1 		$286 Buy
+3
New +$262 ﹤0.01% 874

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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $5.27B AUM 41.17% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return

WR Wealth Planners's FMX Position: Q2 2023 in Review

WR Wealth Planners sold out of Fomento Económico Mexicano (FMX) in Q2 2023, closing a stake of 3 shares — an estimated $286 sold.

WR Wealth Planners first reported a position in FMX in Q1 2023 and held it in 1 quarter. The position peaked at $286 in Q1 2023. 292 funds tracked by Wall St. Rank hold FMX as of Q2 2023.

  • WR Wealth Planners reported no remaining Fomento Económico Mexicano position as of Q2 2023 after selling out during the quarter.
  • WR Wealth Planners sold 3 Fomento Económico Mexicano shares in Q2 2023, an estimated $286.
  • WR Wealth Planners first reported a position in Fomento Económico Mexicano in Q1 2023 and held it in 1 quarter.
  • WR Wealth Planners's Fomento Económico Mexicano position peaked at $286 in Q1 2023.
  • 292 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q2 2023.

Based on WR Wealth Planners's 13F filing for Q2 2023, filed 1 Aug 2024.