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Golden State Wealth Management’s Cemex CX Stock Holding History

Golden State Wealth Management’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 		$17.2K Hold
1,500
– – ﹤0.01% 951
2025
Q4 		$17.2K Hold
1,500
– – ﹤0.01% 959
2025
Q3 		$13.5K Sell
1,500
-500
-25% -$4.27K ﹤0.01% 1019
2025
Q2 		$13.9K Hold
2,000
– – ﹤0.01% 979
2025
Q1 		$11.2K Hold
2,000
– – ﹤0.01% 969
2024
Q4 		$11.3K Buy
+2,000
New +$11.4K ﹤0.01% 936
2020
Q4 		– Sell
-12,000
Closed -$46K – 269
2020
Q3 		$46K Sell
12,000
-2,000
-14% -$6.54K 0.02% 336
2020
Q2 		$40K Buy
14,000
+3,000
+27% +$7.04K 0.01% 187
2020
Q1 		$23K Buy
+11,000
New +$37.2K 0.01% 477
2019
Q4 		– Sell
-9,281
Closed -$36K – 234
2019
Q3 		$36K Buy
9,281
+2,000
+27% +$7.33K 0.01% 496
2019
Q2 		$30K Buy
7,281
+4,000
+122% +$17.9K 0.01% 551
2019
Q1 		$15K Buy
+3,281
New +$16.4K 0.01% 679

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PC
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T. Rowe Price Associates
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Robeco Institutional Asset Management
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Wellington Management Group
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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