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Buckingham Strategic Wealth’s Cemex CX Stock Holding History

Buckingham Strategic 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
2020
Q1 		– Sell
-10,208
Closed -$39K – 473
2019
Q4 		$39K Hold
10,208
– – ﹤0.01% 457
2019
Q3 		$40K Buy
+10,208
New +$37.4K ﹤0.01% 424

Other funds holding CX

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 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
GTP
Global Thematic Partners New York $120M AUM 25.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Buckingham Strategic Wealth's CX Position: Q1 2020 in Review

Buckingham Strategic Wealth sold out of Cemex (CX) in Q1 2020, closing a stake of 10,208 shares — an estimated $39K sold.

Buckingham Strategic Wealth first reported a position in CX in Q3 2019 and held it in 2 quarters. The position peaked at $40K in Q3 2019. 212 funds tracked by Wall St. Rank hold CX as of Q1 2020.

  • Buckingham Strategic Wealth reported no remaining Cemex position as of Q1 2020 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 10,208 Cemex shares in Q1 2020, an estimated $39K.
  • Buckingham Strategic Wealth first reported a position in Cemex in Q3 2019 and held it in 2 quarters.
  • Buckingham Strategic Wealth's Cemex position peaked at $40K in Q3 2019.
  • 212 funds tracked by Wall St. Rank held Cemex as of Q1 2020.

Based on Buckingham Strategic Wealth's 13F filing for Q1 2020, filed 7 May 2020.