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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 $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
TIAM
TT International Asset Management London, United Kingdom $783M AUM 104.75% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 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
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return
PG
Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return