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Cabot Wealth Management’s Cemex CX Stock Holding History

Cabot 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
2021
Q4 		– Sell
-12,337
Closed -$88K – 168
2021
Q3 		$88K Hold
12,337
– – 0.01% 163
2021
Q2 		$104K Sell
12,337
-2,459
-17% -$19.6K 0.01% 162
2021
Q1 		$103K Buy
+14,796
New +$95.7K 0.01% 160

Other funds holding CX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
TIAM
TT International Asset Management London, United Kingdom $783M AUM 104.75% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS AM
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
OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
RAA
RWC Asset Advisors Miami, Florida $450M AUM 80.96% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $5.27B AUM 41.17% 1-Year Est. Return
PG
Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return

Cabot Wealth Management's CX Position: Q4 2021 in Review

Cabot Wealth Management sold out of Cemex (CX) in Q4 2021, closing a stake of 12,337 shares — an estimated $88K sold.

Cabot Wealth Management first reported a position in CX in Q1 2021 and held it in 3 quarters. The position peaked at $104K in Q2 2021. 250 funds tracked by Wall St. Rank hold CX as of Q4 2021.

  • Cabot Wealth Management reported no remaining Cemex position as of Q4 2021 after selling out during the quarter.
  • Cabot Wealth Management sold 12,337 Cemex shares in Q4 2021, an estimated $88K.
  • Cabot Wealth Management first reported a position in Cemex in Q1 2021 and held it in 3 quarters.
  • Cabot Wealth Management's Cemex position peaked at $104K in Q2 2021.
  • 250 funds tracked by Wall St. Rank held Cemex as of Q4 2021.

Based on Cabot Wealth Management's 13F filing for Q4 2021, filed 26 Jan 2022.