Plan A Wealth’s Cemex CX Stock Holding History

Plan A Wealth’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
2025 Q4	–	Sell	-10,709	Closed	-$96.3K	–	179
2025 Q3	$96.3K	Sell	10,709 -438	-4%	-$3.74K	0.05%	163
2025 Q2	$77.2K	Buy	+11,147	New	+$70.7K	0.04%	148

Other funds holding CX

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

PointState Capital New York $7.82B AUM 43.51% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Plan A Wealth's CX Position: Q4 2025 in Review

Plan A Wealth sold out of Cemex (CX) in Q4 2025, closing a stake of 10,709 shares — an estimated $96.3K sold.

Plan A Wealth first reported a position in CX in Q2 2025 and held it in 2 quarters. The position peaked at $96.3K in Q3 2025. 321 funds tracked by Wall St. Rank hold CX as of Q4 2025.

Plan A Wealth reported no remaining Cemex position as of Q4 2025 after selling out during the quarter.
Plan A Wealth sold 10,709 Cemex shares in Q4 2025, an estimated $96.3K.
Plan A Wealth first reported a position in Cemex in Q2 2025 and held it in 2 quarters.
Plan A Wealth's Cemex position peaked at $96.3K in Q3 2025.
321 funds tracked by Wall St. Rank held Cemex as of Q4 2025.

Based on Plan A Wealth's 13F filing for Q4 2025, filed 6 Feb 2026.