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Baker Tilly Wealth Management’s Cemex CX Stock Holding History

Baker Tilly 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
2023
Q3 		– Sell
-14,623
Closed -$104K – 485
2023
Q2 		$104K Buy
+14,623
New +$93.1K 0.01% 534

Other funds holding CX

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Baker Tilly Wealth Management's CX Position: Q3 2023 in Review

Baker Tilly Wealth Management sold out of Cemex (CX) in Q3 2023, closing a stake of 14,623 shares — an estimated $104K sold.

Baker Tilly Wealth Management first reported a position in CX in Q2 2023 and held it in 1 quarter. The position peaked at $104K in Q2 2023. 274 funds tracked by Wall St. Rank hold CX as of Q3 2023.

  • Baker Tilly Wealth Management reported no remaining Cemex position as of Q3 2023 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 14,623 Cemex shares in Q3 2023, an estimated $104K.
  • Baker Tilly Wealth Management first reported a position in Cemex in Q2 2023 and held it in 1 quarter.
  • Baker Tilly Wealth Management's Cemex position peaked at $104K in Q2 2023.
  • 274 funds tracked by Wall St. Rank held Cemex as of Q3 2023.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2023, filed 10 Oct 2023.