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Castle Wealth Management’s Cemex CX Stock Holding History

Castle Wealth Management’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
2022
Q4 		– Sell
-576
Closed -$2K – 220
2022
Q3 		$2K Hold
576
– – ﹤0.01% 568
2022
Q2 		$2K Buy
+576
New +$2.47K ﹤0.01% 562

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
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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
PG
Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return
RAA
RWC Asset Advisors Miami, Florida $450M AUM 80.96% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
IIA
IPG Investment Advisors San Diego, California $696M AUM 46.48% 1-Year Est. Return

Castle Wealth Management's CX Position: Q4 2022 in Review

Castle Wealth Management sold out of Cemex (CX) in Q4 2022, closing a stake of 576 shares — an estimated $2K sold.

Castle Wealth Management first reported a position in CX in Q2 2022 and held it in 2 quarters. The position peaked at $2K in Q3 2022. 214 funds tracked by Wall St. Rank hold CX as of Q4 2022.

  • Castle Wealth Management reported no remaining Cemex position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 576 Cemex shares in Q4 2022, an estimated $2K.
  • Castle Wealth Management first reported a position in Cemex in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's Cemex position peaked at $2K in Q3 2022.
  • 214 funds tracked by Wall St. Rank held Cemex as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.