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Avantax Advisory Services’s Cemex CX Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$102K Buy
14,759
+205
+1% +$1.3K ﹤0.01% 2286
2025
Q1 		$81.6K Buy
14,554
+4
+0% +$24 ﹤0.01% 2173
2024
Q4 		$82.1K Buy
14,550
+3,558
+32% +$20.2K ﹤0.01% 2132
2024
Q3 		$67.1K Buy
+10,992
New +$69K ﹤0.01% 2087

Other funds holding CX

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
PC
PointState Capital New York $7.9B AUM 42.31% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Avantax Advisory Services's CX Position: Q2 2025 in Review

Avantax Advisory Services increased its Cemex (CX) stake by 1.4% in Q2 2025, buying an estimated $1.3K and bringing the position to 14,759 shares worth $102K. The position accounts for ﹤0.01% of the portfolio, ranked #2286.

Avantax Advisory Services first reported a position in CX in Q3 2024 and has held it in 4 quarters since. 266 funds tracked by Wall St. Rank hold CX as of Q2 2025.

  • Avantax Advisory Services held 14,759 shares of Cemex worth $102K as of Q2 2025.
  • Avantax Advisory Services bought 205 Cemex shares in Q2 2025, an estimated $1.3K.
  • Cemex made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2286 holding.
  • Avantax Advisory Services first reported a position in Cemex in Q3 2024 and has held it in 4 quarters since.
  • 266 funds tracked by Wall St. Rank held Cemex as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.