Glassman Wealth Services’s Cemex CX Stock Holding History

Glassman Wealth Services’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 Q1	–	Sell	-110	Closed	-$853	–	607
2023 Q4	$853	Buy	+110	New	+$747	﹤0.01%	1590
2022 Q4	–	Sell	-695	Closed	-$2K	–	1952
2022 Q3	$2K	Buy	+695	New	+$2.75K	﹤0.01%	1205
2021 Q4	–	Sell	-25	Closed	–	–	1687
2021 Q3	$0	Buy	+25	New	+$197	﹤0.01%	1632
2019 Q2	–	Sell	-1,354	Closed	-$6K	–	1135
2019 Q1	$6K	Buy	+1,354	New	+$6.78K	﹤0.01%	511

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return

RWC Asset Advisors Miami, Florida $464M AUM 93.73% 1-Year Est. Return