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Marks Group Wealth Management’s Cemex CX Stock Holding History

Marks Group 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
2020
Q4 		– Sell
-18,135
Closed -$69K – 258
2020
Q3 		$69K Hold
18,135
– – 0.01% 240
2020
Q2 		$52K Sell
18,135
-757
-4% -$1.77K 0.01% 234
2020
Q1 		$40K Buy
18,892
+6,887
+57% +$23.3K 0.01% 218
2019
Q4 		$45K Buy
+12,005
New +$45.7K 0.01% 236

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

Marks Group Wealth Management's CX Position: Q4 2020 in Review

Marks Group Wealth Management sold out of Cemex (CX) in Q4 2020, closing a stake of 18,135 shares — an estimated $69K sold.

Marks Group Wealth Management first reported a position in CX in Q4 2019 and held it in 4 quarters. The position peaked at $69K in Q3 2020. 248 funds tracked by Wall St. Rank hold CX as of Q4 2020.

  • Marks Group Wealth Management reported no remaining Cemex position as of Q4 2020 after selling out during the quarter.
  • Marks Group Wealth Management sold 18,135 Cemex shares in Q4 2020, an estimated $69K.
  • Marks Group Wealth Management first reported a position in Cemex in Q4 2019 and held it in 4 quarters.
  • Marks Group Wealth Management's Cemex position peaked at $69K in Q3 2020.
  • 248 funds tracked by Wall St. Rank held Cemex as of Q4 2020.

Based on Marks Group Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.