Alterna Wealth Management’s Cemex CX Stock Holding History

Alterna 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
2026 Q1	$128K	Hold	11,169	–	–	0.1%	102
2025 Q4	$128K	Hold	11,169	–	–	0.11%	100
2025 Q3	$100K	Sell	11,169 -14,345	-56%	-$122K	0.08%	95
2025 Q2	$177K	Sell	25,514 -35,336	-58%	-$224K	0.14%	102
2025 Q1	$341K	Hold	60,850	–	–	0.26%	66
2024 Q4	$343K	Hold	60,850	–	–	0.29%	65
2024 Q3	$371K	Hold	60,850	–	–	0.33%	63
2024 Q2	$389K	Hold	60,850	–	–	0.34%	70
2024 Q1	$548K	Sell	60,850 -42,000	-41%	-$336K	0.44%	49
2023 Q4	$797K	Sell	102,850 -5,236	-5%	-$35.6K	0.96%	32
2023 Q3	$703K	Sell	108,086 -12,589	-10%	-$93.4K	0.9%	36
2023 Q2	$854K	Sell	120,675 -3,161	-3%	-$20.1K	0.99%	32
2023 Q1	$685K	Buy	123,836 +449	+0.4%	+$2.28K	0.86%	34
2022 Q4	$500K	Hold	123,387	–	–	0.56%	41
2022 Q3	$423K	Sell	123,387 -5,000	-4%	-$19.8K	0.5%	42
2022 Q2	$503K	Hold	128,387	–	–	0.51%	42
2022 Q1	$679K	Hold	128,387	–	–	0.57%	39
2021 Q4	$870K	Buy	+128,387	New	+$836K	0.72%	39
2020 Q4	$697K	Sell	134,753 -16,609	-11%	-$76.2K	0.88%	37
2020 Q3	$575K	Hold	151,362	–	–	0.83%	34
2020 Q2	$436K	Hold	151,362	–	–	0.52%	41
2020 Q1	$321K	Hold	151,362	–	–	0.46%	49
2019 Q4	$572K	Hold	151,362	–	–	0.64%	36
2019 Q3	$593K	Sell	151,362 -32,798	-18%	-$120K	0.7%	37
2019 Q2	$781K	Buy	184,160 +292	+0.2%	+$1.3K	0.94%	35
2019 Q1	$853K	Sell	183,868 -13,354	-7%	-$66.8K	0.72%	48
2018 Q4	$951K	Buy	+197,222	New	+$1.05M	0.16%	103

Other funds holding CX

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Schroder Investment Management Group

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

PointState Capital New York $4.31B AUM 42.31% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Robeco Institutional Asset Management

Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Acadian Asset Management

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.18B AUM 46.57% 1-Year Est. Return