Patriot Financial Group Insurance Agency’s Cemex CX Stock Holding History

Patriot Financial Group Insurance Agency’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	-561	Closed	-$2K	–	735
2022 Q2	$2K	Hold	561	–	–	﹤0.01%	1734
2022 Q1	$3K	Sell	561 -27	-5%	-$153	﹤0.01%	1753
2021 Q4	$4K	Buy	588 +187	+47%	+$1.22K	﹤0.01%	1764
2021 Q3	$3K	Hold	401	–	–	﹤0.01%	1824
2021 Q2	$3K	Hold	401	–	–	﹤0.01%	1767
2021 Q1	$3K	Buy	401 +167	+71%	+$1.08K	﹤0.01%	1678
2020 Q4	$1K	Hold	234	–	–	﹤0.01%	1733
2020 Q3	$1K	Hold	234	–	–	﹤0.01%	1535
2020 Q2	$1K	Buy	234 +30	+15%	+$70	﹤0.01%	1498
2020 Q1	$0	Buy	+204	New	+$690	﹤0.01%	1588
2018 Q2	–	Sell	-216	Closed	-$1K	–	657
2018 Q1	$1K	Hold	216	–	–	﹤0.01%	903
2017 Q4	$2K	Hold	216	–	–	﹤0.01%	855
2017 Q3	$2K	Hold	216	–	–	﹤0.01%	829
2017 Q2	$2K	Hold	216	–	–	﹤0.01%	826
2017 Q1	$2K	Hold	216	–	–	﹤0.01%	751
2016 Q4	$2K	Buy	+216	New	+$1.72K	﹤0.01%	686

Other funds holding CX

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

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 Chicago, Illinois $481B AUM 26.39% 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 $464M AUM 93.73% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Patriot Financial Group Insurance Agency's CX Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Cemex (CX) in Q3 2022, closing a stake of 561 shares — an estimated $2K sold.

Patriot Financial Group Insurance Agency first reported a position in CX in Q4 2016 and held it in 16 quarters. The position peaked at $4K in Q4 2021. 209 funds tracked by Wall St. Rank hold CX as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Cemex position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 561 Cemex shares in Q3 2022, an estimated $2K.
Patriot Financial Group Insurance Agency first reported a position in Cemex in Q4 2016 and held it in 16 quarters.
Patriot Financial Group Insurance Agency's Cemex position peaked at $4K in Q4 2021.
209 funds tracked by Wall St. Rank held Cemex as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.