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Avior Wealth Management’s Cemex CX Stock Holding History

Avior 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
2025
Q1 		– Sell
-500
Closed -$2.82K – 1106
2024
Q4 		$2.82K Hold
500
– – ﹤0.01% 2045
2024
Q3 		$3.05K Hold
500
– – ﹤0.01% 1899
2024
Q2 		$3.19K Sell
500
-400
-44% -$3.06K ﹤0.01% 1850
2024
Q1 		$8.11K Buy
900
+400
+80% +$3.2K ﹤0.01% 1936
2023
Q4 		$3.88K Hold
500
– – ﹤0.01% 1219
2023
Q3 		$3.25K Buy
+500
New +$3.71K ﹤0.01% 1313

Other funds holding CX

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 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
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 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
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
AP
Antipodes Partners Royal Exchange, Australia $5.46B AUM 26.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Avior Wealth Management's CX Position: Q1 2025 in Review

Avior Wealth Management sold out of Cemex (CX) in Q1 2025, closing a stake of 500 shares — an estimated $2.82K sold.

Avior Wealth Management first reported a position in CX in Q3 2023 and held it in 6 quarters. The position peaked at $8.11K in Q1 2024. 261 funds tracked by Wall St. Rank hold CX as of Q1 2025.

  • Avior Wealth Management reported no remaining Cemex position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 500 Cemex shares in Q1 2025, an estimated $2.82K.
  • Avior Wealth Management first reported a position in Cemex in Q3 2023 and held it in 6 quarters.
  • Avior Wealth Management's Cemex position peaked at $8.11K in Q1 2024.
  • 261 funds tracked by Wall St. Rank held Cemex as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.