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Advisor Group’s Cemex CX Stock Holding History

Advisor Group’s Portfolio CX Stock Details CX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$110K Sell
29,103
-32,744
-53% -$125K ﹤0.01% 2866
2019
Q3 		$242K Buy
61,847
+13,831
+29% +$50.7K ﹤0.01% 2174
2019
Q2 		$203K Buy
48,016
+1,581
+3% +$7.06K ﹤0.01% 2303
2019
Q1 		$216K Buy
46,435
+11,972
+35% +$59.9K ﹤0.01% 2223
2018
Q4 		$166K Buy
34,463
+8,534
+33% +$45.5K ﹤0.01% 2229
2018
Q3 		$183K Buy
25,929
+1,180
+5% +$8.27K ﹤0.01% 2232
2018
Q2 		$162K Sell
24,749
-1,811
-7% -$11.5K ﹤0.01% 2140
2018
Q1 		$176K Buy
26,560
+3,751
+16% +$28.1K ﹤0.01% 2069
2017
Q4 		$171K Buy
22,809
+7,283
+47% +$57.6K ﹤0.01% 2137
2017
Q3 		$141K Sell
15,526
-3,810
-20% -$36.1K ﹤0.01% 2121
2017
Q2 		$181K Buy
19,336
+4,428
+30% +$39K ﹤0.01% 1855
2017
Q1 		$130K Buy
14,908
+3,582
+32% +$30.1K ﹤0.01% 1982
2016
Q4 		$88K Buy
11,326
+6,216
+122% +$49.4K ﹤0.01% 2161
2016
Q3 		$39K Buy
5,110
+2,161
+73% +$15.9K ﹤0.01% 2711
2016
Q2 		$17K Buy
+2,949
New +$18.9K ﹤0.01% 3160

Other funds holding CX

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GTP
Global Thematic Partners New York $120M AUM 25.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Advisor Group's CX Position: Q4 2019 in Review

Advisor Group reduced its Cemex (CX) stake by 53% in Q4 2019, selling an estimated $125K and leaving 29,103 shares worth $110K. The position accounts for ﹤0.01% of the portfolio, ranked #2866.

Advisor Group first reported a position in CX in Q2 2016 and has held it in 15 quarters since. The position peaked at $242K in Q3 2019. 229 funds tracked by Wall St. Rank hold CX as of Q4 2019.

  • Advisor Group held 29,103 shares of Cemex worth $110K as of Q4 2019.
  • Advisor Group sold 32,744 Cemex shares in Q4 2019, an estimated $125K.
  • Cemex made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2866 holding.
  • Advisor Group first reported a position in Cemex in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Cemex position peaked at $242K in Q3 2019.
  • 229 funds tracked by Wall St. Rank held Cemex as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.