NFG
CX icon

Next Financial Group’s Cemex CX Stock Holding History

Next Financial Group’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 		$18K Buy
2,616
+336
+15% +$2.19K ﹤0.01% 1926
2021
Q3 		$16K Buy
2,280
+302
+15% +$2.38K ﹤0.01% 1868
2021
Q2 		$16K Buy
1,978
+1,259
+175% +$10K ﹤0.01% 1828
2021
Q1 		$5K Sell
719
-752
-51% -$4.86K ﹤0.01% 2088
2020
Q4 		$8K Sell
1,471
-67
-4% -$307 ﹤0.01% 1836
2020
Q3 		$6K Buy
+1,538
New +$5.03K ﹤0.01% 1771
2020
Q2 		– Sell
-1,014
Closed -$2K – 866
2020
Q1 		$2K Sell
1,014
-1,423
-58% -$4.81K ﹤0.01% 1907
2019
Q4 		$9K Buy
2,437
+825
+51% +$3.14K ﹤0.01% 1801
2019
Q3 		$7K Buy
1,612
+20
+1% +$73 ﹤0.01% 1803
2019
Q2 		$7K Hold
1,592
– – ﹤0.01% 1782
2019
Q1 		$8K Sell
1,592
-83
-5% -$415 ﹤0.01% 1155
2018
Q4 		$8K Sell
1,675
-325
-16% -$1.73K ﹤0.01% 1402
2018
Q3 		$14K Buy
+2,000
New +$14K 0.01% 889
2017
Q4 		– Sell
-3,800
Closed -$30K – 489
2017
Q3 		$30K Buy
3,800
+2,500
+192% +$23.7K 0.01% 856
2017
Q2 		$12K Hold
1,300
– – ﹤0.01% 1252
2017
Q1 		$12K Sell
1,300
-1,196
-48% -$10.1K ﹤0.01% 1203
2016
Q4 		$19K Buy
2,496
+1,040
+71% +$8.27K ﹤0.01% 1382
2016
Q3 		$11K Buy
1,456
+936
+180% +$6.89K ﹤0.01% 1603
2016
Q2 		$3K Buy
520
+196
+60% +$1.26K ﹤0.01% 1505
2016
Q1 		$2K Hold
324
– – ﹤0.01% 1528
2015
Q4 		$1K Buy
+324
New +$1.89K ﹤0.01% 1666
2014
Q4 		– Sell
-449
Closed -$5K – 1970
2014
Q3 		$5K Hold
449
– – ﹤0.01% 2038
2014
Q2 		$5K Buy
+449
New +$5.1K ﹤0.01% 913

Other funds holding CX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
TIAM
TT International Asset Management London, United Kingdom $783M AUM 104.75% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 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
RAA
RWC Asset Advisors Miami, Florida $464M AUM 93.73% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return
PG
Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return

Next Financial Group's CX Position: Q4 2021 in Review

Next Financial Group increased its Cemex (CX) stake by 15% in Q4 2021, buying an estimated $2.19K and bringing the position to 2,616 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #1926.

Next Financial Group first reported a position in CX in Q2 2014 and has held it in 23 quarters since. The position peaked at $30K in Q3 2017. 249 funds tracked by Wall St. Rank hold CX as of Q4 2021.

  • Next Financial Group held 2,616 shares of Cemex worth $18K as of Q4 2021.
  • Next Financial Group bought 336 Cemex shares in Q4 2021, an estimated $2.19K.
  • Cemex made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1926 holding.
  • Next Financial Group first reported a position in Cemex in Q2 2014 and has held it in 23 quarters since.
  • Next Financial Group's Cemex position peaked at $30K in Q3 2017.
  • 249 funds tracked by Wall St. Rank held Cemex as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.