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Clearview Wealth Advisors’s Cemex CX Stock Holding History

Clearview Wealth 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
2023
Q2 		– Sell
-2,186
Closed -$12.1K – 699
2023
Q1 		$12.1K Buy
+2,186
New +$11.1K 0.01% 337
2022
Q1 		– Sell
-500
Closed -$3K – 631
2021
Q4 		$3K Buy
+500
New +$3.26K ﹤0.01% 540

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Clearview Wealth Advisors's CX Position: Q2 2023 in Review

Clearview Wealth Advisors sold out of Cemex (CX) in Q2 2023, closing a stake of 2,186 shares — an estimated $12.1K sold.

Clearview Wealth Advisors first reported a position in CX in Q4 2021 and held it in 2 quarters. The position peaked at $12.1K in Q1 2023. 255 funds tracked by Wall St. Rank hold CX as of Q2 2023.

  • Clearview Wealth Advisors reported no remaining Cemex position as of Q2 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 2,186 Cemex shares in Q2 2023, an estimated $12.1K.
  • Clearview Wealth Advisors first reported a position in Cemex in Q4 2021 and held it in 2 quarters.
  • Clearview Wealth Advisors's Cemex position peaked at $12.1K in Q1 2023.
  • 255 funds tracked by Wall St. Rank held Cemex as of Q2 2023.

Based on Clearview Wealth Advisors's 13F filing for Q2 2023, filed 7 Aug 2023.