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Howard Financial Services’s Cemex CX Stock Holding History

Howard Financial 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
2020
Q4 		– Sell
-10,610
Closed -$40K – 114
2020
Q3 		$40K Hold
10,610
– – 0.03% 98
2020
Q2 		$31K Hold
10,610
– – 0.02% 97
2020
Q1 		$22K Hold
10,610
– – 0.02% 92
2019
Q4 		$40K Hold
10,610
– – 0.02% 101
2019
Q3 		$42K Buy
+10,610
New +$38.9K 0.03% 95

Other funds holding CX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
RAA
RWC Asset Advisors Miami, Florida $464M AUM 93.73% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
PG
Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return
ECP
Electron Capital Partners New York $2.55B AUM 87.77% 1-Year Est. Return

Howard Financial Services's CX Position: Q4 2020 in Review

Howard Financial Services sold out of Cemex (CX) in Q4 2020, closing a stake of 10,610 shares — an estimated $40K sold.

Howard Financial Services first reported a position in CX in Q3 2019 and held it in 5 quarters. The position peaked at $42K in Q3 2019. 248 funds tracked by Wall St. Rank hold CX as of Q4 2020.

  • Howard Financial Services reported no remaining Cemex position as of Q4 2020 after selling out during the quarter.
  • Howard Financial Services sold 10,610 Cemex shares in Q4 2020, an estimated $40K.
  • Howard Financial Services first reported a position in Cemex in Q3 2019 and held it in 5 quarters.
  • Howard Financial Services's Cemex position peaked at $42K in Q3 2019.
  • 248 funds tracked by Wall St. Rank held Cemex as of Q4 2020.

Based on Howard Financial Services's 13F filing for Q4 2020, filed 2 Feb 2021.