Brown Shipley & Co’s Cemex CX Stock Holding History

Brown Shipley & Co’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 Q2	–	Sell	-10,400	Closed	-$57.5K	–	130
2023 Q1	$57.5K	Buy	+10,400	New	+$52.9K	0.04%	68

Other funds holding CX

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Brown Shipley & Co's CX Position: Q2 2023 in Review

Brown Shipley & Co sold out of Cemex (CX) in Q2 2023, closing a stake of 10,400 shares — an estimated $57.5K sold.

Brown Shipley & Co first reported a position in CX in Q1 2023 and held it in 1 quarter. The position peaked at $57.5K in Q1 2023. 255 funds tracked by Wall St. Rank hold CX as of Q2 2023.

Brown Shipley & Co reported no remaining Cemex position as of Q2 2023 after selling out during the quarter.
Brown Shipley & Co sold 10,400 Cemex shares in Q2 2023, an estimated $57.5K.
Brown Shipley & Co first reported a position in Cemex in Q1 2023 and held it in 1 quarter.
Brown Shipley & Co's Cemex position peaked at $57.5K in Q1 2023.
255 funds tracked by Wall St. Rank held Cemex as of Q2 2023.

Based on Brown Shipley & Co's 13F filing for Q2 2023, filed 14 Aug 2023.