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DFPG Investments’s Cemex CX Stock Holding History

DFPG Investments’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
Q4 		$665K Buy
89,640
+5,291
+6% +$36K 0.05% 324
2023
Q3 		$575K Buy
84,349
+64,923
+334% +$482K 0.05% 321
2023
Q2 		$145K Buy
+19,426
New +$124K 0.01% 554

Other funds holding CX

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

DFPG Investments's CX Position: Q4 2023 in Review

DFPG Investments increased its Cemex (CX) stake by 6.3% in Q4 2023, buying an estimated $36K and bringing the position to 89,640 shares worth $665K. The position accounts for 0.05% of the portfolio, ranked #324.

DFPG Investments first reported a position in CX in Q2 2023 and has held it in 3 quarters since. 299 funds tracked by Wall St. Rank hold CX as of Q4 2023.

  • DFPG Investments held 89,640 shares of Cemex worth $665K as of Q4 2023.
  • DFPG Investments bought 5,291 Cemex shares in Q4 2023, an estimated $36K.
  • Cemex made up 0.05% of DFPG Investments's portfolio in Q4 2023, its #324 holding.
  • DFPG Investments first reported a position in Cemex in Q2 2023 and has held it in 3 quarters since.
  • 299 funds tracked by Wall St. Rank held Cemex as of Q4 2023.

Based on DFPG Investments's 13F filing for Q4 2023, filed 10 Jan 2024.