Cary Street Partners Investment Advisory’s Cemex CX Stock Holding History

Cary Street Partners Investment Advisory’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 Q4	–	Sell	-520	Closed	-$3.38K	–	876
2023 Q3	$3.38K	Hold	520	–	–	﹤0.01%	1583
2023 Q2	$3.68K	Hold	520	–	–	﹤0.01%	1483
2023 Q1	$2.88K	Buy	520 +220	+73%	+$1.12K	﹤0.01%	1446
2022 Q4	$1.22K	Buy	+300	New	+$1.2K	﹤0.01%	1565

Other funds holding CX

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

IUHSA

Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Cary Street Partners Investment Advisory's CX Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of Cemex (CX) in Q4 2023, closing a stake of 520 shares — an estimated $3.38K sold.

Cary Street Partners Investment Advisory first reported a position in CX in Q4 2022 and held it in 4 quarters. The position peaked at $3.68K in Q2 2023. 300 funds tracked by Wall St. Rank hold CX as of Q4 2023.

Cary Street Partners Investment Advisory reported no remaining Cemex position as of Q4 2023 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 520 Cemex shares in Q4 2023, an estimated $3.38K.
Cary Street Partners Investment Advisory first reported a position in Cemex in Q4 2022 and held it in 4 quarters.
Cary Street Partners Investment Advisory's Cemex position peaked at $3.68K in Q2 2023.
300 funds tracked by Wall St. Rank held Cemex as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.