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OneAscent Wealth Management’s Cemex CX Stock Holding History

OneAscent 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
2022
Q3 		– Sell
-37,550
Closed -$147K – 162
2022
Q2 		$147K Buy
37,550
+5,497
+17% +$23.6K 0.08% 172
2022
Q1 		$170K Buy
32,053
+11,455
+56% +$64.9K 0.08% 199
2021
Q4 		$140K Buy
+20,598
New +$134K 0.35% 82
2021
Q1 		$183K Sell
26,194
-13,440
-34% -$86.9K 0.08% 207
2020
Q4 		$205K Buy
+39,634
New +$182K 0.09% 187

Other funds holding CX

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

OneAscent Wealth Management's CX Position: Q3 2022 in Review

OneAscent Wealth Management sold out of Cemex (CX) in Q3 2022, closing a stake of 37,550 shares — an estimated $147K sold.

OneAscent Wealth Management first reported a position in CX in Q4 2020 and held it in 5 quarters. The position peaked at $205K in Q4 2020. 208 funds tracked by Wall St. Rank hold CX as of Q3 2022.

  • OneAscent Wealth Management reported no remaining Cemex position as of Q3 2022 after selling out during the quarter.
  • OneAscent Wealth Management sold 37,550 Cemex shares in Q3 2022, an estimated $147K.
  • OneAscent Wealth Management first reported a position in Cemex in Q4 2020 and held it in 5 quarters.
  • OneAscent Wealth Management's Cemex position peaked at $205K in Q4 2020.
  • 208 funds tracked by Wall St. Rank held Cemex as of Q3 2022.

Based on OneAscent Wealth Management's 13F filing for Q3 2022, filed 2 Nov 2022.