First Trust Direct Indexing’s Cemex CX Stock Holding History

First Trust Direct Indexing’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 Q4	–	Sell	-19,404	Closed	-$118K	–	220
2024 Q3	$118K	Buy	19,404 +1,665	+9%	+$10.5K	0.01%	953
2024 Q2	$113K	Sell	17,739 -408	-2%	-$3.12K	0.01%	876
2024 Q1	$164K	Sell	18,147 -43,561	-71%	-$349K	0.01%	750
2023 Q4	$478K	Sell	61,708 -18,341	-23%	-$125K	0.04%	451
2023 Q3	$520K	Sell	80,049 -81	-0.1%	-$601	0.06%	383
2023 Q2	$567K	Buy	80,130 +28,528	+55%	+$182K	0.06%	370
2023 Q1	$285K	Sell	51,602 -3,016	-6%	-$15.3K	0.03%	553
2022 Q4	$221K	Sell	54,618 -6,337	-10%	-$25.3K	0.03%	598
2022 Q3	$209K	Sell	60,955 -23,084	-27%	-$91.3K	0.03%	574
2022 Q2	$329K	Buy	84,039 +50,314	+149%	+$216K	0.05%	445
2022 Q1	$178K	Buy	33,725 +14,453	+75%	+$81.9K	0.02%	632
2021 Q4	$131K	Sell	19,272 -5,079	-21%	-$33.1K	0.02%	630
2021 Q3	$175K	Buy	24,351 +937	+4%	+$7.39K	0.02%	602
2021 Q2	$197K	Buy	23,414 +1,483	+7%	+$11.8K	0.03%	556
2021 Q1	$153K	Buy	21,931 +163	+0.7%	+$1.05K	0.04%	380
2020 Q4	$113K	Buy	+21,768	New	+$99.8K	0.03%	466

Other funds holding CX

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

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

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

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

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

Antipodes Partners Royal Exchange, Australia $5.46B AUM 26.64% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return

RAA

RWC Asset Advisors Miami, Florida $450M AUM 80.96% 1-Year Est. Return

First Trust Direct Indexing's CX Position: Q4 2024 in Review

First Trust Direct Indexing sold out of Cemex (CX) in Q4 2024, closing a stake of 19,404 shares — an estimated $118K sold.

First Trust Direct Indexing first reported a position in CX in Q4 2020 and held it in 16 quarters. The position peaked at $567K in Q2 2023. 266 funds tracked by Wall St. Rank hold CX as of Q4 2024.

First Trust Direct Indexing reported no remaining Cemex position as of Q4 2024 after selling out during the quarter.
First Trust Direct Indexing sold 19,404 Cemex shares in Q4 2024, an estimated $118K.
First Trust Direct Indexing first reported a position in Cemex in Q4 2020 and held it in 16 quarters.
First Trust Direct Indexing's Cemex position peaked at $567K in Q2 2023.
266 funds tracked by Wall St. Rank held Cemex as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.