Berman Capital Advisors’s Cemex CX Stock Holding History

Berman Capital 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
2021 Q3	$8K	Hold	1,250	–	–	﹤0.01%	1249
2021 Q2	$10K	Hold	1,250	–	–	﹤0.01%	1131
2021 Q1	$8K	Buy	1,250 +100	+9%	+$647	﹤0.01%	1094
2020 Q4	$5K	Hold	1,150	–	–	﹤0.01%	1132
2020 Q3	$4K	Hold	1,150	–	–	﹤0.01%	1089
2020 Q2	$3K	Sell	1,150 -414	-26%	-$971	﹤0.01%	1122
2020 Q1	$3K	Buy	1,564 +724	+86%	+$2.45K	﹤0.01%	1019
2019 Q4	$3K	Buy	840 +405	+93%	+$1.54K	﹤0.01%	1088
2019 Q3	$1K	Buy	+435	New	+$1.59K	﹤0.01%	1303
2019 Q2	–	Sell	-2,091	Closed	-$9K	–	1489
2019 Q1	$9K	Buy	2,091 +1,808	+639%	+$9.05K	﹤0.01%	682
2018 Q4	$1K	Buy	+283	New	+$1.51K	﹤0.01%	974

Other funds holding CX

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

TIAM

TT International Asset Management London, United Kingdom $783M AUM 104.75% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

RAA

RWC Asset Advisors Miami, Florida $464M AUM 93.73% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return

Berman Capital Advisors's CX Position: Q3 2021 in Review

Berman Capital Advisors held its Cemex (CX) position steady in Q3 2021 at 1,250 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #1249.

Berman Capital Advisors first reported a position in CX in Q4 2018 and has held it in 11 quarters since. The position peaked at $10K in Q2 2021. 265 funds tracked by Wall St. Rank hold CX as of Q3 2021.

Berman Capital Advisors held 1,250 shares of Cemex worth $8K as of Q3 2021.
Berman Capital Advisors left its Cemex share count unchanged in Q3 2021.
Cemex made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1249 holding.
Berman Capital Advisors first reported a position in Cemex in Q4 2018 and has held it in 11 quarters since.
Berman Capital Advisors's Cemex position peaked at $10K in Q2 2021.
265 funds tracked by Wall St. Rank held Cemex as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.