CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Cemex CX Stock Holding History

CAPTRUST 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
2025
Q2 		– Sell
-13,677
Closed -$76.7K – 2531
2025
Q1 		$76.7K Buy
+13,677
New +$82.7K ﹤0.01% 2260
2022
Q2 		– Sell
-1,477
Closed -$8K – 4966
2022
Q1 		$8K Sell
1,477
-3,999
-73% -$22.7K ﹤0.01% 3901
2021
Q4 		$37K Buy
5,476
+3,999
+271% +$26.1K ﹤0.01% 2884
2021
Q3 		$11K Sell
1,477
-267
-15% -$2.11K ﹤0.01% 3538
2021
Q2 		$15K Buy
1,744
+390
+29% +$3.1K ﹤0.01% 3297
2021
Q1 		$9K Sell
1,354
-728
-35% -$4.71K ﹤0.01% 3480
2020
Q4 		$11K Buy
2,082
+767
+58% +$3.52K ﹤0.01% 2516
2020
Q3 		$5K Sell
1,315
-2,082
-61% -$6.81K ﹤0.01% 2524
2020
Q2 		$9K Buy
+3,397
New +$7.97K ﹤0.01% 2212

Other funds holding CX

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
PC
PointState Capital New York $7.9B AUM 42.31% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return