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 Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

OCM

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

BIP

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

IUHSA

Itau Unibanco Holding S.A. Sao Paulo, Brazil $5.27B AUM 41.17% 1-Year Est. Return

RAA

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

Glassman Wealth Services's CX Position: Q1 2024 in Review

Glassman Wealth Services sold out of Cemex (CX) in Q1 2024, closing a stake of 110 shares — an estimated $853 sold.

Glassman Wealth Services first reported a position in CX in Q1 2019 and held it in 4 quarters. The position peaked at $6K in Q1 2019. 302 funds tracked by Wall St. Rank hold CX as of Q1 2024.

Glassman Wealth Services reported no remaining Cemex position as of Q1 2024 after selling out during the quarter.
Glassman Wealth Services sold 110 Cemex shares in Q1 2024, an estimated $853.
Glassman Wealth Services first reported a position in Cemex in Q1 2019 and held it in 4 quarters.
Glassman Wealth Services's Cemex position peaked at $6K in Q1 2019.
302 funds tracked by Wall St. Rank held Cemex as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.