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JP Morgan Private Wealth Advisors’s Cemex CX Stock Holding History

JP Morgan Private Wealth 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
2023
Q3 		$92.4K Buy
+14,211
New +$105K ﹤0.01% 1689
2023
Q2 		– Sell
-14,211
Closed -$78.6K – 1578
2023
Q1 		$78.6K Sell
14,211
-44
-0.3% -$224 ﹤0.01% 1907
2022
Q4 		$57.7K Sell
14,255
-13,696
-49% -$54.8K ﹤0.01% 1901
2022
Q3 		$96K Sell
27,951
-9,924
-26% -$39.2K ﹤0.01% 1881
2022
Q2 		$148K Hold
37,875
– – ﹤0.01% 1855
2022
Q1 		$200K Sell
37,875
-906
-2% -$5.13K ﹤0.01% 1911
2021
Q4 		$263K Buy
38,781
+906
+2% +$5.9K ﹤0.01% 1798
2021
Q3 		$272K Sell
37,875
-361
-0.9% -$2.85K ﹤0.01% 1735
2021
Q2 		$321K Sell
38,236
-16,639
-30% -$132K ﹤0.01% 1649
2021
Q1 		$382K Sell
54,875
-54
-0.1% -$349 ﹤0.01% 1427
2020
Q4 		$284K Buy
54,929
+54
+0.1% +$248 ﹤0.01% 1520
2020
Q3 		$209K Hold
54,875
– – ﹤0.01% 1507
2020
Q2 		$158K Sell
54,875
-208
-0.4% -$488 ﹤0.01% 1483
2020
Q1 		$117K Sell
55,083
-64
-0.1% -$216 ﹤0.01% 1352
2019
Q4 		$208K Sell
55,147
-5,192
-9% -$19.8K ﹤0.01% 1387
2019
Q3 		$237K Buy
60,339
+1,073
+2% +$3.93K ﹤0.01% 1279
2019
Q2 		$251K Sell
59,266
-7,264
-11% -$32.4K ﹤0.01% 1216
2019
Q1 		$309K Buy
66,530
+3,396
+5% +$17K ﹤0.01% 1197
2018
Q4 		$304K Buy
63,134
+3,477
+6% +$18.5K ﹤0.01% 1164
2018
Q3 		$420K Sell
59,657
-1,302
-2% -$9.13K ﹤0.01% 1141
2018
Q2 		$400K Sell
60,959
-9,569
-14% -$60.5K ﹤0.01% 1090
2018
Q1 		$467K Buy
70,528
+1,303
+2% +$9.76K ﹤0.01% 890
2017
Q4 		$519K Buy
69,225
+331
+0.5% +$2.62K ﹤0.01% 858
2017
Q3 		$626K Buy
68,894
+2,560
+4% +$24.3K ﹤0.01% 774
2017
Q2 		$625K Buy
66,334
+7,198
+12% +$63.4K ﹤0.01% 766
2017
Q1 		$516K Sell
59,136
-5,706
-9% -$48K ﹤0.01% 841
2016
Q4 		$501K Buy
64,842
+4,770
+8% +$37.9K ﹤0.01% 808
2016
Q3 		$459K Buy
60,072
+936
+2% +$6.89K ﹤0.01% 817
2016
Q2 		$351K Sell
59,136
-185
-0.3% -$1.19K ﹤0.01% 908
2016
Q1 		$399K Sell
59,321
-776
-1% -$3.82K ﹤0.01% 826
2015
Q4 		$309K Sell
60,097
-2,417
-4% -$14.1K ﹤0.01% 851
2015
Q3 		$404K Hold
62,514
– – 0.01% 692
2015
Q2 		$529K Buy
62,514
+3,374
+6% +$30.1K 0.01% 654
2015
Q1 		$498K Hold
59,140
– – 0.01% 729
2014
Q4 		$536K Hold
59,140
– – 0.01% 682
2014
Q3 		$686K Hold
59,140
– – 0.01% 612
2014
Q2 		$696K Buy
59,140
+4,499
+8% +$51.1K 0.01% 484
2014
Q1 		$590K Sell
54,641
-339
-0.6% -$3.65K 0.01% 523
2013
Q4 		$556K Buy
54,980
+339
+0.6% +$3.18K 0.01% 435
2013
Q3 		$522K Hold
54,641
– – 0.01% 428
2013
Q2 		$494K Buy
+54,641
New +$525K 0.01% 411

Other funds holding CX

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

JP Morgan Private Wealth Advisors's CX Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors opened a new position in Cemex (CX) in Q3 2023: 14,211 shares worth $92.4K. The stake represents ﹤0.01% of the portfolio and ranks #1689 among its holdings. This is a return to the name: JP Morgan Private Wealth Advisors previously reported a position in CX as recently as Q1 2023.

JP Morgan Private Wealth Advisors first reported a position in CX in Q2 2013 and has held it in 41 quarters since. The position peaked at $696K in Q2 2014. 275 funds tracked by Wall St. Rank hold CX as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 14,211 shares of Cemex worth $92.4K as of Q3 2023.
  • Cemex was a new JP Morgan Private Wealth Advisors position in Q3 2023.
  • Cemex made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1689 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Cemex in Q2 2013 and has held it in 41 quarters since.
  • JP Morgan Private Wealth Advisors's Cemex position peaked at $696K in Q2 2014.
  • 275 funds tracked by Wall St. Rank held Cemex as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.