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
2016
Q2 		– Sell
-44,886
Closed -$301K – 716
2016
Q1 		$301K Buy
+44,886
New +$221K 0.01% 517
2015
Q4 		– Sell
-1,125
Closed -$7K – 479
2015
Q3 		$7K Hold
1,125
– – ﹤0.01% 394
2015
Q2 		$9K Hold
1,125
– – ﹤0.01% 286
2015
Q1 		$9K Buy
+1,125
New +$9.69K ﹤0.01% 272

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
5NCM
59 North Capital Management Houston, Texas $3.35B AUM 22.14% 1-Year Est. Return
RAA
RWC Asset Advisors Miami, Florida $464M AUM 93.73% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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. 287 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.
  • 287 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.