Capstone Investment Advisors
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Capstone Investment Advisors’s Cemex CX Stock Holding History

Capstone Investment 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
2024
Q2 		– Sell
-51,012
Closed -$460K – 2162
2024
Q1 		$460K Buy
+51,012
New +$409K ﹤0.01% 1607
2023
Q3 		– Sell
-10,933
Closed -$77.4K – 2137
2023
Q2 		$77.4K Buy
+10,933
New +$69.6K ﹤0.01% 1728
2015
Q4 		– Sell
-164,763
Closed -$1.06M – 478
2015
Q3 		$1.06M Sell
164,763
-294,448
-64% -$2.19M 0.02% 220
2015
Q2 		$3.89M Sell
459,211
-147,352
-24% -$1.31M 0.06% 184
2015
Q1 		$5.11M Buy
+606,563
New +$5.22M 0.08% 145

Other funds holding CX

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
5NCM
59 North Capital Management Houston, Texas $4.49B AUM 6.4% 1-Year Est. Return
RAA
RWC Asset Advisors Miami, Florida $450M AUM 80.96% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Capstone Investment Advisors's CX Position: Q2 2024 in Review

Capstone Investment Advisors sold out of Cemex (CX) in Q2 2024, closing a stake of 51,012 shares — an estimated $460K sold.

Capstone Investment Advisors first reported a position in CX in Q1 2015 and held it in 5 quarters. The position peaked at $5.11M in Q1 2015. 288 funds tracked by Wall St. Rank hold CX as of Q2 2024.

  • Capstone Investment Advisors reported no remaining Cemex position as of Q2 2024 after selling out during the quarter.
  • Capstone Investment Advisors sold 51,012 Cemex shares in Q2 2024, an estimated $460K.
  • Capstone Investment Advisors first reported a position in Cemex in Q1 2015 and held it in 5 quarters.
  • Capstone Investment Advisors's Cemex position peaked at $5.11M in Q1 2015.
  • 288 funds tracked by Wall St. Rank held Cemex as of Q2 2024.

Based on Capstone Investment Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.