Capstone Financial Advisors’s Cemex CX Stock Holding History

Capstone Financial Advisors’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 Q2	–	Sell	-10,000	Closed	-$55.3K	–	148
2023 Q1	$55.3K	Hold	10,000	–	–	﹤0.01%	127
2022 Q4	$40.5K	Hold	10,000	–	–	﹤0.01%	127
2022 Q3	$34K	Hold	10,000	–	–	﹤0.01%	125
2022 Q2	$39K	Buy	+10,000	New	+$42.9K	﹤0.01%	126
2020 Q4	–	Sell	-30,000	Closed	-$114K	–	120
2020 Q3	$114K	Hold	30,000	–	–	0.01%	103
2020 Q2	$86K	Hold	30,000	–	–	0.01%	98
2020 Q1	$64K	Hold	30,000	–	–	0.01%	85
2019 Q4	$113K	Hold	30,000	–	–	0.02%	96
2019 Q3	$118K	Buy	30,000 +15,000	+100%	+$55K	0.02%	90
2019 Q2	$64K	Hold	15,000	–	–	0.01%	88
2019 Q1	$70K	Hold	15,000	–	–	0.01%	89
2018 Q4	$72K	Buy	+15,000	New	+$80K	0.01%	81

Other funds holding CX

Baillie Gifford & Co

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

Fidelity Investments

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

Capital International Investors

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

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

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

Principal Financial Group

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

Schroder Investment Management Group

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

Acadian Asset Management

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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return