Empirical Wealth Management’s Cemex CX Stock Holding History

Empirical Wealth Management’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
2026 Q2	$368K	Sell	30,641 -9,378	-23%	-$116K	0.01%	804
2026 Q1	$458K	Sell	40,019 -9,266	-19%	-$110K	0.01%	605
2025 Q4	$566K	Sell	49,285 -18,842	-28%	-$195K	0.01%	467
2025 Q3	$612K	Buy	68,127 +29,122	+75%	+$249K	0.01%	419
2025 Q2	$270K	Buy	39,005 +21,815	+127%	+$138K	0.01%	563
2025 Q1	$96.4K	Buy	+17,190	New	+$104K	﹤0.01%	636

Other funds holding CX

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Harbour Capital Advisors Tysons Corner, Virginia $549M AUM 54.99% 1-Year Est. Return

Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return

Oldfield Partners London, United Kingdom $415M AUM 35.18% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

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

LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return