Clear Perspectives Financial Planning’s Cemex CX Stock Holding History

Clear Perspectives 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
2022 Q2	–	Sell	-1,500	Closed	-$8K	–	213
2022 Q1	$8K	Hold	1,500	–	–	﹤0.01%	174
2021 Q4	$10K	Hold	1,500	–	–	﹤0.01%	175
2021 Q3	$11K	Hold	1,500	–	–	0.01%	156
2021 Q2	$13K	Buy	+1,500	New	+$11.9K	0.01%	154

Other funds holding CX

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TIAM

TT International Asset Management London, United Kingdom $783M AUM 104.75% 1-Year Est. Return

RAA

RWC Asset Advisors Miami, Florida $450M AUM 80.96% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return

Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Clear Perspectives Financial Planning's CX Position: Q2 2022 in Review

Clear Perspectives Financial Planning sold out of Cemex (CX) in Q2 2022, closing a stake of 1,500 shares — an estimated $8K sold.

Clear Perspectives Financial Planning first reported a position in CX in Q2 2021 and held it in 4 quarters. The position peaked at $13K in Q2 2021. 213 funds tracked by Wall St. Rank hold CX as of Q2 2022.

Clear Perspectives Financial Planning reported no remaining Cemex position as of Q2 2022 after selling out during the quarter.
Clear Perspectives Financial Planning sold 1,500 Cemex shares in Q2 2022, an estimated $8K.
Clear Perspectives Financial Planning first reported a position in Cemex in Q2 2021 and held it in 4 quarters.
Clear Perspectives Financial Planning's Cemex position peaked at $13K in Q2 2021.
213 funds tracked by Wall St. Rank held Cemex as of Q2 2022.

Based on Clear Perspectives Financial Planning's 13F filing for Q2 2022, filed 11 Aug 2022.