Cetera Advisors’s Cemex CX Stock Holding History

Cetera 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
2024 Q1	$130K	Buy	+14,427	New	+$116K	﹤0.01%	2281
2021 Q3	–	Sell	-23,592	Closed	-$198K	–	1427
2021 Q2	$198K	Sell	23,592 -20,797	-47%	-$165K	﹤0.01%	1245
2021 Q1	$309K	Sell	44,389 -41,027	-48%	-$265K	0.01%	936
2020 Q4	$442K	Sell	85,416 -22,184	-21%	-$102K	0.01%	682
2020 Q3	$409K	Sell	107,600 -74,996	-41%	-$245K	0.02%	631
2020 Q2	$526K	Buy	182,596 +14,168	+8%	+$33.2K	0.02%	514
2020 Q1	$357K	Sell	168,428 -58,405	-26%	-$197K	0.02%	550
2019 Q4	$866K	Sell	226,833 -106,808	-32%	-$407K	0.04%	409
2019 Q3	$1.31M	Buy	333,641 +90,700	+37%	+$332K	0.06%	302
2019 Q2	$1.02M	Buy	+242,941	New	+$1.08M	0.05%	371

Other funds holding CX

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Capital International Investors

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

Fidelity Investments

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

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

AQR Capital Management

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

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

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

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

RWC Asset Advisors Miami, Florida $464M AUM 93.73% 1-Year Est. Return