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Evoke Wealth’s Cemex CX Stock Holding History

Evoke Wealth’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
2019
Q4 		– Sell
-174
Closed -$682 – 1292
2019
Q3 		$682 Buy
+174
New +$638 ﹤0.01% 1339

Other funds holding CX

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GTP
Global Thematic Partners New York $120M AUM 25.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Evoke Wealth's CX Position: Q4 2019 in Review

Evoke Wealth sold out of Cemex (CX) in Q4 2019, closing a stake of 174 shares — an estimated $682 sold.

Evoke Wealth first reported a position in CX in Q3 2019 and held it in 1 quarter. The position peaked at $682 in Q3 2019. 229 funds tracked by Wall St. Rank hold CX as of Q4 2019.

  • Evoke Wealth reported no remaining Cemex position as of Q4 2019 after selling out during the quarter.
  • Evoke Wealth sold 174 Cemex shares in Q4 2019, an estimated $682.
  • Evoke Wealth first reported a position in Cemex in Q3 2019 and held it in 1 quarter.
  • Evoke Wealth's Cemex position peaked at $682 in Q3 2019.
  • 229 funds tracked by Wall St. Rank held Cemex as of Q4 2019.

Based on Evoke Wealth's 13F filing for Q4 2019, filed 7 Feb 2020.