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Portside Wealth Group’s Cemex CX Stock Holding History

Portside Wealth 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
Q4 		– Sell
-21,684
Closed -$142K – 368
2023
Q3 		$142K Buy
21,684
+88
+0.4% +$653 0.03% 330
2023
Q2 		$153K Buy
+21,596
New +$137K 0.03% 329

Other funds holding CX

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $5.27B AUM 41.17% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Portside Wealth Group's CX Position: Q4 2023 in Review

Portside Wealth Group sold out of Cemex (CX) in Q4 2023, closing a stake of 21,684 shares — an estimated $142K sold.

Portside Wealth Group first reported a position in CX in Q2 2023 and held it in 2 quarters. The position peaked at $153K in Q2 2023. 300 funds tracked by Wall St. Rank hold CX as of Q4 2023.

  • Portside Wealth Group reported no remaining Cemex position as of Q4 2023 after selling out during the quarter.
  • Portside Wealth Group sold 21,684 Cemex shares in Q4 2023, an estimated $142K.
  • Portside Wealth Group first reported a position in Cemex in Q2 2023 and held it in 2 quarters.
  • Portside Wealth Group's Cemex position peaked at $153K in Q2 2023.
  • 300 funds tracked by Wall St. Rank held Cemex as of Q4 2023.

Based on Portside Wealth Group's 13F filing for Q4 2023, filed 16 Jan 2024.