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Concurrent Investment Advisors’s Cemex CX Stock Holding History

Concurrent Investment 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
Q4 		– Sell
-27,057
Closed -$165K – 1151
2024
Q3 		$165K Buy
27,057
+7,357
+37% +$46.2K ﹤0.01% 966
2024
Q2 		$126K Buy
19,700
+494
+3% +$3.78K ﹤0.01% 918
2024
Q1 		$173K Sell
19,206
-2,825
-13% -$22.6K 0.01% 821
2023
Q4 		$171K Buy
+22,031
New +$150K 0.01% 787

Other funds holding CX

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AP
Antipodes Partners Royal Exchange, Australia $5.46B AUM 26.64% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
RAA
RWC Asset Advisors Miami, Florida $450M AUM 80.96% 1-Year Est. Return

Concurrent Investment Advisors's CX Position: Q4 2024 in Review

Concurrent Investment Advisors sold out of Cemex (CX) in Q4 2024, closing a stake of 27,057 shares — an estimated $165K sold.

Concurrent Investment Advisors first reported a position in CX in Q4 2023 and held it in 4 quarters. The position peaked at $173K in Q1 2024. 266 funds tracked by Wall St. Rank hold CX as of Q4 2024.

  • Concurrent Investment Advisors reported no remaining Cemex position as of Q4 2024 after selling out during the quarter.
  • Concurrent Investment Advisors sold 27,057 Cemex shares in Q4 2024, an estimated $165K.
  • Concurrent Investment Advisors first reported a position in Cemex in Q4 2023 and held it in 4 quarters.
  • Concurrent Investment Advisors's Cemex position peaked at $173K in Q1 2024.
  • 266 funds tracked by Wall St. Rank held Cemex as of Q4 2024.

Based on Concurrent Investment Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.