Calamos Wealth Management’s Cemex CX Stock Holding History

Calamos 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
2023 Q4	–	Sell	-150,396	Closed	-$978K	–	322
2023 Q3	$978K	Buy	150,396 +6,046	+4%	+$44.9K	0.07%	147
2023 Q2	$1.02M	Sell	144,350 -91,748	-39%	-$584K	0.07%	139
2023 Q1	$1.31M	Buy	+236,098	New	+$1.2M	0.1%	116
2022 Q1	–	Sell	-10,273	Closed	-$70K	–	340
2021 Q4	$70K	Sell	10,273 -200,856	-95%	-$1.31M	0.01%	322
2021 Q3	$1.51M	Sell	211,129 -97,002	-31%	-$766K	0.12%	125
2021 Q2	$2.59M	Buy	308,131 +18,554	+6%	+$148K	0.2%	95
2021 Q1	$2.02M	Buy	289,577 +33,177	+13%	+$215K	0.17%	104
2020 Q4	$1.33M	Buy	256,400 +39,166	+18%	+$180K	0.12%	122
2020 Q3	$825K	Buy	+217,234	New	+$710K	0.09%	142

Other funds holding CX

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

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

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

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

BIP

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

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

OCM

Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

IUHSA

Itau Unibanco Holding S.A. Sao Paulo, Brazil $5.27B AUM 41.17% 1-Year Est. Return

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

Calamos Wealth Management's CX Position: Q4 2023 in Review

Calamos Wealth Management sold out of Cemex (CX) in Q4 2023, closing a stake of 150,396 shares — an estimated $978K sold.

Calamos Wealth Management first reported a position in CX in Q3 2020 and held it in 9 quarters. The position peaked at $2.59M in Q2 2021. 300 funds tracked by Wall St. Rank hold CX as of Q4 2023.

Calamos Wealth Management reported no remaining Cemex position as of Q4 2023 after selling out during the quarter.
Calamos Wealth Management sold 150,396 Cemex shares in Q4 2023, an estimated $978K.
Calamos Wealth Management first reported a position in Cemex in Q3 2020 and held it in 9 quarters.
Calamos Wealth Management's Cemex position peaked at $2.59M in Q2 2021.
300 funds tracked by Wall St. Rank held Cemex as of Q4 2023.

Based on Calamos Wealth Management's 13F filing for Q4 2023, filed 31 Jan 2024.