EWA
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EverSource Wealth Advisors’s Cemex CX Stock Holding History

EverSource 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
2026
Q1 		$23.8K Buy
2,080
+1,075
+107% +$12.8K ﹤0.01% 2392
2025
Q4 		$11.5K Buy
1,005
+103
+11% +$1.06K ﹤0.01% 2726
2025
Q3 		$8.11K Buy
902
+136
+18% +$1.16K ﹤0.01% 2935
2025
Q2 		$5.31K Buy
766
+697
+1,010% +$4.42K ﹤0.01% 3138
2025
Q1 		$387 Buy
69
+54
+360% +$327 ﹤0.01% 3540
2024
Q4 		$85 Sell
15
-372
-96% -$2.11K ﹤0.01% 3573
2024
Q3 		$2.36K Sell
387
-104
-21% -$653 ﹤0.01% 2493
2024
Q2 		$3.15K Sell
491
-109
-18% -$834 ﹤0.01% 2393
2024
Q1 		$4.75K Sell
600
-88
-13% -$705 ﹤0.01% 2076
2023
Q4 		$5.33K Buy
688
+487
+242% +$3.31K ﹤0.01% 1831
2023
Q3 		$1.31K Sell
201
-1,000
-83% -$7.42K ﹤0.01% 2127
2023
Q2 		$8.5K Buy
1,201
+1,000
+498% +$6.36K ﹤0.01% 1506
2023
Q1 		$1.11K Buy
+201
New +$1.02K ﹤0.01% 2086

Other funds holding CX

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
PC
PointState Capital New York $4.31B AUM 42.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.18B AUM 46.57% 1-Year Est. Return