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 Q2	$129K	Sell	10,720 -449	-4%	-$5.58K	0.07%	107
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	0.15%	103

Other funds holding CX

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

PointState Capital New York $7.82B AUM 43.51% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Alterna Wealth Management's CX Position: Q2 2026 in Review

Alterna Wealth Management reduced its Cemex (CX) stake by 4% in Q2 2026, selling an estimated $5.58K and leaving 10,720 shares worth $129K. The position accounts for 0.07% of the portfolio, ranked #107.

Alterna Wealth Management first reported a position in CX in Q4 2018 and has held it in 28 quarters since. The position peaked at $951K in Q4 2018. 320 funds tracked by Wall St. Rank hold CX as of Q2 2026.

Alterna Wealth Management held 10,720 shares of Cemex worth $129K as of Q2 2026.
Alterna Wealth Management sold 449 Cemex shares in Q2 2026, an estimated $5.58K.
Cemex made up 0.07% of Alterna Wealth Management's portfolio in Q2 2026, its #107 holding.
Alterna Wealth Management first reported a position in Cemex in Q4 2018 and has held it in 28 quarters since.
Alterna Wealth Management's Cemex position peaked at $951K in Q4 2018.
320 funds tracked by Wall St. Rank held Cemex as of Q2 2026.

Based on Alterna Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.