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 $191B AUM 17.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS AM
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
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
PC
PointState Capital New York $7.82B AUM 43.51% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

CAPTRUST Financial Advisors's CX Position: Q2 2025 in Review

CAPTRUST Financial Advisors sold out of Cemex (CX) in Q2 2025, closing a stake of 13,677 shares — an estimated $76.7K sold.

CAPTRUST Financial Advisors first reported a position in CX in Q2 2020 and held it in 9 quarters. The position peaked at $76.7K in Q1 2025. 266 funds tracked by Wall St. Rank hold CX as of Q2 2025.

  • CAPTRUST Financial Advisors reported no remaining Cemex position as of Q2 2025 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 13,677 Cemex shares in Q2 2025, an estimated $76.7K.
  • CAPTRUST Financial Advisors first reported a position in Cemex in Q2 2020 and held it in 9 quarters.
  • CAPTRUST Financial Advisors's Cemex position peaked at $76.7K in Q1 2025.
  • 266 funds tracked by Wall St. Rank held Cemex as of Q2 2025.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.