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AE Wealth Management’s Cemex CX Stock Holding History

AE Wealth Management’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
2021
Q3 		– Sell
-22,574
Closed -$190K – 1646
2021
Q2 		$190K Sell
22,574
-4,616
-17% -$36.7K ﹤0.01% 1504
2021
Q1 		$190K Sell
27,190
-1,554
-5% -$10K ﹤0.01% 1408
2020
Q4 		$149K Buy
28,744
+793
+3% +$3.64K ﹤0.01% 1291
2020
Q3 		$106K Buy
27,951
+1,107
+4% +$3.62K ﹤0.01% 1210
2020
Q2 		$77K Sell
26,844
-491
-2% -$1.15K ﹤0.01% 1205
2020
Q1 		$58K Buy
27,335
+41
+0.2% +$139 ﹤0.01% 1061
2019
Q4 		$103K Sell
27,294
-50
-0.2% -$190 ﹤0.01% 1089
2019
Q3 		$107K Buy
+27,344
New +$100K ﹤0.01% 949

Other funds holding CX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
TIAM
TT International Asset Management London, United Kingdom $783M AUM 104.75% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
RAA
RWC Asset Advisors Miami, Florida $450M AUM 80.96% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
PG
Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return

AE Wealth Management's CX Position: Q3 2021 in Review

AE Wealth Management sold out of Cemex (CX) in Q3 2021, closing a stake of 22,574 shares — an estimated $190K sold.

AE Wealth Management first reported a position in CX in Q3 2019 and held it in 8 quarters. The position peaked at $190K in Q2 2021. 266 funds tracked by Wall St. Rank hold CX as of Q3 2021.

  • AE Wealth Management reported no remaining Cemex position as of Q3 2021 after selling out during the quarter.
  • AE Wealth Management sold 22,574 Cemex shares in Q3 2021, an estimated $190K.
  • AE Wealth Management first reported a position in Cemex in Q3 2019 and held it in 8 quarters.
  • AE Wealth Management's Cemex position peaked at $190K in Q2 2021.
  • 266 funds tracked by Wall St. Rank held Cemex as of Q3 2021.

Based on AE Wealth Management's 13F filing for Q3 2021, filed 1 Nov 2021.