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Center for Financial Planning’s Cemex CX Stock Holding History

Center for Financial Planning’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
2026
Q2 		– Sell
-434
Closed -$4.96K – 670
2026
Q1 		$4.96K Buy
+434
New +$5.17K ﹤0.01% 544

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
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
PC
PointState Capital New York $7.82B AUM 43.51% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Center for Financial Planning's CX Position: Q2 2026 in Review

Center for Financial Planning sold out of Cemex (CX) in Q2 2026, closing a stake of 434 shares — an estimated $4.96K sold.

Center for Financial Planning first reported a position in CX in Q1 2026 and held it in 1 quarter. The position peaked at $4.96K in Q1 2026. 320 funds tracked by Wall St. Rank hold CX as of Q2 2026.

  • Center for Financial Planning reported no remaining Cemex position as of Q2 2026 after selling out during the quarter.
  • Center for Financial Planning sold 434 Cemex shares in Q2 2026, an estimated $4.96K.
  • Center for Financial Planning first reported a position in Cemex in Q1 2026 and held it in 1 quarter.
  • Center for Financial Planning's Cemex position peaked at $4.96K in Q1 2026.
  • 320 funds tracked by Wall St. Rank held Cemex as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.