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Atria Wealth Solutions’s Cemex CX Stock Holding History

Atria Wealth Solutions’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
2023
Q1 		– Sell
-11,013
Closed -$44.6K – 1877
2022
Q4 		$44.6K Sell
11,013
-150
-1% -$600 ﹤0.01% 1757
2022
Q3 		$38.3K Buy
11,163
+993
+10% +$3.93K ﹤0.01% 1711
2022
Q2 		$40K Buy
+10,170
New +$43.6K ﹤0.01% 1590

Other funds holding CX

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Atria Wealth Solutions's CX Position: Q1 2023 in Review

Atria Wealth Solutions sold out of Cemex (CX) in Q1 2023, closing a stake of 11,013 shares — an estimated $44.6K sold.

Atria Wealth Solutions first reported a position in CX in Q2 2022 and held it in 3 quarters. The position peaked at $44.6K in Q4 2022. 241 funds tracked by Wall St. Rank hold CX as of Q1 2023.

  • Atria Wealth Solutions reported no remaining Cemex position as of Q1 2023 after selling out during the quarter.
  • Atria Wealth Solutions sold 11,013 Cemex shares in Q1 2023, an estimated $44.6K.
  • Atria Wealth Solutions first reported a position in Cemex in Q2 2022 and held it in 3 quarters.
  • Atria Wealth Solutions's Cemex position peaked at $44.6K in Q4 2022.
  • 241 funds tracked by Wall St. Rank held Cemex as of Q1 2023.

Based on Atria Wealth Solutions's 13F filing for Q1 2023, filed 10 May 2023.