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J.W. Cole Advisors’s Cemex CX Stock Holding History

J.W. Cole Advisors’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
2021
Q4 		– Sell
-13,400
Closed -$96K – 846
2021
Q3 		$96K Sell
13,400
-11,766
-47% -$92.9K 0.01% 463
2021
Q2 		$211K Hold
25,166
– – 0.02% 683
2021
Q1 		$175K Buy
+25,166
New +$163K 0.02% 640

Other funds holding CX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
TIAM
TT International Asset Management London, United Kingdom $783M AUM 104.75% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 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
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $5.27B AUM 41.17% 1-Year Est. Return
PG
Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return

J.W. Cole Advisors's CX Position: Q4 2021 in Review

J.W. Cole Advisors sold out of Cemex (CX) in Q4 2021, closing a stake of 13,400 shares — an estimated $96K sold.

J.W. Cole Advisors first reported a position in CX in Q1 2021 and held it in 3 quarters. The position peaked at $211K in Q2 2021. 250 funds tracked by Wall St. Rank hold CX as of Q4 2021.

  • J.W. Cole Advisors reported no remaining Cemex position as of Q4 2021 after selling out during the quarter.
  • J.W. Cole Advisors sold 13,400 Cemex shares in Q4 2021, an estimated $96K.
  • J.W. Cole Advisors first reported a position in Cemex in Q1 2021 and held it in 3 quarters.
  • J.W. Cole Advisors's Cemex position peaked at $211K in Q2 2021.
  • 250 funds tracked by Wall St. Rank held Cemex as of Q4 2021.

Based on J.W. Cole Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.