Creative Financial Designs’s Cemex CX Stock Holding History

Creative Financial Designs’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	-3,300	Closed	-$21.1K	–	1694
2024 Q2	$21.1K	Hold	3,300	–	–	﹤0.01%	990
2024 Q1	$29.7K	Hold	3,300	–	–	﹤0.01%	866
2023 Q4	$25.6K	Buy	+3,300	New	+$22.4K	﹤0.01%	852
2017 Q3	–	Sell	-520	Closed	-$5K	–	751
2017 Q2	$5K	Hold	520	–	–	﹤0.01%	514
2017 Q1	$5K	Buy	+520	New	+$4.37K	﹤0.01%	477

Other funds holding CX

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

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

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

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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 New York $1.81T AUM 41.13% 1-Year Est. Return

Creative Financial Designs's CX Position: Q3 2024 in Review

Creative Financial Designs sold out of Cemex (CX) in Q3 2024, closing a stake of 3,300 shares — an estimated $21.1K sold.

Creative Financial Designs first reported a position in CX in Q1 2017 and held it in 5 quarters. The position peaked at $29.7K in Q1 2024. 281 funds tracked by Wall St. Rank hold CX as of Q3 2024.

Creative Financial Designs reported no remaining Cemex position as of Q3 2024 after selling out during the quarter.
Creative Financial Designs sold 3,300 Cemex shares in Q3 2024, an estimated $21.1K.
Creative Financial Designs first reported a position in Cemex in Q1 2017 and held it in 5 quarters.
Creative Financial Designs's Cemex position peaked at $29.7K in Q1 2024.
281 funds tracked by Wall St. Rank held Cemex as of Q3 2024.

Based on Creative Financial Designs's 13F filing for Q3 2024, filed 28 Oct 2024.