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Prestige Wealth Management Group’s Cemex CX Stock Holding History

Prestige Wealth Management 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
2020
Q1 		– Sell
-150
Closed -$1K – 920
2019
Q4 		$1K Buy
+150
New +$571 ﹤0.01% 528
2019
Q1 		– Sell
-629
Closed -$3K – 650
2018
Q4 		$3K Buy
+629
New +$3.35K ﹤0.01% 708

Other funds holding CX

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GTP
Global Thematic Partners New York $120M AUM 25.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Prestige Wealth Management Group's CX Position: Q1 2020 in Review

Prestige Wealth Management Group sold out of Cemex (CX) in Q1 2020, closing a stake of 150 shares — an estimated $1K sold.

Prestige Wealth Management Group first reported a position in CX in Q4 2018 and held it in 2 quarters. The position peaked at $3K in Q4 2018. 212 funds tracked by Wall St. Rank hold CX as of Q1 2020.

  • Prestige Wealth Management Group reported no remaining Cemex position as of Q1 2020 after selling out during the quarter.
  • Prestige Wealth Management Group sold 150 Cemex shares in Q1 2020, an estimated $1K.
  • Prestige Wealth Management Group first reported a position in Cemex in Q4 2018 and held it in 2 quarters.
  • Prestige Wealth Management Group's Cemex position peaked at $3K in Q4 2018.
  • 212 funds tracked by Wall St. Rank held Cemex as of Q1 2020.

Based on Prestige Wealth Management Group's 13F filing for Q1 2020, filed 15 May 2020.