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Piershale Financial Group’s Cemex CX Stock Holding History

Piershale 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
2023
Q2 		$2.12K Hold
300
– – ﹤0.01% 220
2023
Q1 		$1.66K Hold
300
– – ﹤0.01% 253
2022
Q4 		$1.22K Buy
+300
New +$1.2K ﹤0.01% 270
2015
Q1 		– Sell
-747
Closed -$7K – 137
2014
Q4 		$7K Buy
+747
New +$7.76K ﹤0.01% 112

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Piershale Financial Group's CX Position: Q2 2023 in Review

Piershale Financial Group held its Cemex (CX) position steady in Q2 2023 at 300 shares worth $2.12K. The position accounts for ﹤0.01% of the portfolio, ranked #220.

Piershale Financial Group first reported a position in CX in Q4 2014 and has held it in 4 quarters since. The position peaked at $7K in Q4 2014. 257 funds tracked by Wall St. Rank hold CX as of Q2 2023.

  • Piershale Financial Group held 300 shares of Cemex worth $2.12K as of Q2 2023.
  • Piershale Financial Group left its Cemex share count unchanged in Q2 2023.
  • Cemex made up ﹤0.01% of Piershale Financial Group's portfolio in Q2 2023, its #220 holding.
  • Piershale Financial Group first reported a position in Cemex in Q4 2014 and has held it in 4 quarters since.
  • Piershale Financial Group's Cemex position peaked at $7K in Q4 2014.
  • 257 funds tracked by Wall St. Rank held Cemex as of Q2 2023.

Based on Piershale Financial Group's 13F filing for Q2 2023, filed 6 Jul 2023.