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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return

Acadian Asset Management

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return