CA
CX icon

Claro Advisors’s Cemex CX Stock Holding History

Claro 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
Q3 		– Sell
-31,171
Closed -$199K – 519
2024
Q2 		$199K Buy
31,171
+329
+1% +$2.52K 0.03% 413
2024
Q1 		$278K Buy
30,842
+1,998
+7% +$16K 0.05% 339
2023
Q4 		$224K Buy
28,844
+521
+2% +$3.54K 0.05% 352
2023
Q3 		$184K Hold
28,323
– – 0.05% 352
2023
Q2 		$201K Buy
+28,323
New +$180K 0.05% 350
2021
Q4 		– Sell
-17,809
Closed -$128K – 288
2021
Q3 		$128K Buy
17,809
+1,901
+12% +$15K 0.05% 246
2021
Q2 		$134K Buy
15,908
+1,716
+12% +$13.6K 0.06% 231
2021
Q1 		$99K Buy
14,192
+726
+5% +$4.69K 0.05% 210
2020
Q4 		$70K Buy
+13,466
New +$61.8K 0.04% 207

Other funds holding CX

Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
5NCM
59 North Capital Management Houston, Texas $4.49B AUM 6.4% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Claro Advisors's CX Position: Q3 2024 in Review

Claro Advisors sold out of Cemex (CX) in Q3 2024, closing a stake of 31,171 shares — an estimated $199K sold.

Claro Advisors first reported a position in CX in Q4 2020 and held it in 9 quarters. The position peaked at $278K in Q1 2024. 281 funds tracked by Wall St. Rank hold CX as of Q3 2024.

  • Claro Advisors reported no remaining Cemex position as of Q3 2024 after selling out during the quarter.
  • Claro Advisors sold 31,171 Cemex shares in Q3 2024, an estimated $199K.
  • Claro Advisors first reported a position in Cemex in Q4 2020 and held it in 9 quarters.
  • Claro Advisors's Cemex position peaked at $278K in Q1 2024.
  • 281 funds tracked by Wall St. Rank held Cemex as of Q3 2024.

Based on Claro Advisors's 13F filing for Q3 2024, filed 17 Oct 2024.