Phoenix Financial’s Cemex CX Stock Holding History

Phoenix Financial’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
2024 Q1	–	Sell	-141,300	Closed	-$1.11M	–	439
2023 Q4	$1.11M	Buy	+141,300	New	+$960K	0.02%	212

Other funds holding CX

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

OCM

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

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

IUHSA

Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return

RAA

RWC Asset Advisors Miami, Florida $464M AUM 93.73% 1-Year Est. Return

Phoenix Financial's CX Position: Q1 2024 in Review

Phoenix Financial sold out of Cemex (CX) in Q1 2024, closing a stake of 141,300 shares — an estimated $1.11M sold.

Phoenix Financial first reported a position in CX in Q4 2023 and held it in 1 quarter. The position peaked at $1.11M in Q4 2023. 301 funds tracked by Wall St. Rank hold CX as of Q1 2024.

Phoenix Financial reported no remaining Cemex position as of Q1 2024 after selling out during the quarter.
Phoenix Financial sold 141,300 Cemex shares in Q1 2024, an estimated $1.11M.
Phoenix Financial first reported a position in Cemex in Q4 2023 and held it in 1 quarter.
Phoenix Financial's Cemex position peaked at $1.11M in Q4 2023.
301 funds tracked by Wall St. Rank held Cemex as of Q1 2024.

Based on Phoenix Financial's 13F filing for Q1 2024, filed 15 May 2024.