Marotta Asset Management’s Cemex CX Stock Holding History

Marotta Asset 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
2022 Q2	–	Sell	-15,000	Closed	-$79.3K	–	113
2022 Q1	$79.3K	Sell	15,000 -10,000	-40%	-$56.7K	0.02%	112
2021 Q4	$170K	Hold	25,000	–	–	0.04%	107
2021 Q3	$179K	Hold	25,000	–	–	0.04%	99
2021 Q2	$209K	Buy	25,000 +2,000	+9%	+$15.9K	0.05%	95
2021 Q1	$158K	Buy	23,000 +13,000	+130%	+$84.1K	0.04%	92
2020 Q4	$51.7K	Buy	+10,000	New	+$45.9K	0.01%	84

Other funds holding CX

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TIAM

TT International Asset Management London, United Kingdom $783M AUM 104.75% 1-Year Est. Return

RAA

RWC Asset Advisors Miami, Florida $450M AUM 80.96% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return

Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Marotta Asset Management's CX Position: Q2 2022 in Review

Marotta Asset Management sold out of Cemex (CX) in Q2 2022, closing a stake of 15,000 shares — an estimated $79.3K sold.

Marotta Asset Management first reported a position in CX in Q4 2020 and held it in 6 quarters. The position peaked at $209K in Q2 2021. 213 funds tracked by Wall St. Rank hold CX as of Q2 2022.

Marotta Asset Management reported no remaining Cemex position as of Q2 2022 after selling out during the quarter.
Marotta Asset Management sold 15,000 Cemex shares in Q2 2022, an estimated $79.3K.
Marotta Asset Management first reported a position in Cemex in Q4 2020 and held it in 6 quarters.
Marotta Asset Management's Cemex position peaked at $209K in Q2 2021.
213 funds tracked by Wall St. Rank held Cemex as of Q2 2022.

Based on Marotta Asset Management's 13F filing for Q2 2022, filed 21 Jul 2022.