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B. Riley Wealth Advisors’s Cemex CX Stock Holding History

B. Riley Wealth Advisors’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 		– Sell
-12,657
Closed -$145K – 943
2025
Q4 		$145K Sell
12,657
-4,458
-26% -$46.1K 0.01% 904
2025
Q3 		$154K Buy
17,115
+1,685
+11% +$14.4K 0.01% 923
2025
Q2 		$107K Buy
+15,430
New +$97.8K 0.01% 957
2023
Q2 		– Sell
-24,188
Closed -$134K – 1557
2023
Q1 		$134K Buy
+24,188
New +$123K ﹤0.01% 1350
2022
Q1 		– Sell
-14,276
Closed -$97K – 1412
2021
Q4 		$97K Sell
14,276
-450
-3% -$2.93K ﹤0.01% 1345
2021
Q3 		$106K Buy
14,726
+276
+2% +$2.18K ﹤0.01% 1333
2021
Q2 		$122K Buy
14,450
+3,030
+27% +$24.1K ﹤0.01% 1290
2021
Q1 		$81K Buy
+11,420
New +$73.8K ﹤0.01% 1311
2018
Q2 		– Sell
-11,159
Closed -$75K – 683
2018
Q1 		$75K Buy
+11,159
New +$83.6K 0.01% 641
2015
Q1 		– Sell
-2,544
Closed -$23 – 868
2014
Q4 		$23 Buy
+2,544
New +$26.4K ﹤0.01% 2476
2014
Q3 		– Sell
-2,544
Closed -$29.9K – 900
2014
Q2 		$29.9K Buy
+2,544
New +$28.9K 0.01% 1269

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