BHPW
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Beverly Hills Private Wealth’s Cemex CX Stock Holding History

Beverly Hills Private Wealth’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 		$170K Sell
14,878
-3,986
-21% -$47.5K 0.03% 334
2025
Q4 		$217K Sell
18,864
-162
-0.9% -$1.68K 0.04% 309
2025
Q3 		$171K Buy
+19,026
New +$162K 0.03% 333
2024
Q3 		– Sell
-32,683
Closed -$209K – 346
2024
Q2 		$209K Buy
32,683
+750
+2% +$5.74K 0.05% 328
2024
Q1 		$288K Sell
31,933
-1,187
-4% -$9.51K 0.07% 288
2023
Q4 		$257K Sell
33,120
-1,452
-4% -$9.87K 0.07% 278
2023
Q3 		$225K Sell
34,572
-38,502
-53% -$286K 0.07% 263
2023
Q2 		$560K Buy
+73,074
New +$465K 0.09% 219

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