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

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

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

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

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

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

OCM

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Capstone Financial Advisors's CX Position: Q2 2023 in Review

Capstone Financial Advisors sold out of Cemex (CX) in Q2 2023, closing a stake of 10,000 shares — an estimated $55.3K sold.

Capstone Financial Advisors first reported a position in CX in Q4 2018 and held it in 12 quarters. The position peaked at $118K in Q3 2019. 255 funds tracked by Wall St. Rank hold CX as of Q2 2023.

Capstone Financial Advisors reported no remaining Cemex position as of Q2 2023 after selling out during the quarter.
Capstone Financial Advisors sold 10,000 Cemex shares in Q2 2023, an estimated $55.3K.
Capstone Financial Advisors first reported a position in Cemex in Q4 2018 and held it in 12 quarters.
Capstone Financial Advisors's Cemex position peaked at $118K in Q3 2019.
255 funds tracked by Wall St. Rank held Cemex as of Q2 2023.

Based on Capstone Financial Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.