AWM
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Aprio Wealth Management’s Cemex CX Stock Holding History

Aprio 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 		$372K Buy
32,551
+3,595
+12% +$42.9K 0.02% 437
2025
Q4 		$333K Buy
28,956
+2,223
+8% +$23K 0.02% 415
2025
Q3 		$240K Buy
26,733
+1,650
+7% +$14.1K 0.02% 378
2025
Q2 		$174K Buy
25,083
+2,000
+9% +$12.7K 0.02% 394
2025
Q1 		$129K Buy
+23,083
New +$140K 0.02% 368
2024
Q4 		– Sell
-11,024
Closed -$67.2K – 317
2024
Q3 		$67.2K Sell
11,024
-2,151
-16% -$13.5K 0.01% 287
2024
Q2 		$84.2K Sell
13,175
-4,383
-25% -$33.5K 0.02% 255
2024
Q1 		$158K Buy
17,558
+1,431
+9% +$11.5K 0.03% 233
2023
Q4 		$125K Buy
+16,127
New +$110K 0.03% 195

Other funds holding CX

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
OAG
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
PC
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
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.18B AUM 46.57% 1-Year Est. Return