Prism Advisors’s Cemex CX Stock Holding History

Prism Advisors’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	–	Sell	-12,321	Closed	-$68.1K	–	53
2023 Q1	$68.1K	Hold	12,321	–	–	0.02%	51
2022 Q4	$49.9K	Buy	12,321 +958	+8%	+$3.83K	0.02%	48
2022 Q3	$39K	Hold	11,363	–	–	0.02%	53
2022 Q2	$45K	Buy	+11,363	New	+$48.7K	0.02%	50
2021 Q1	–	Sell	-10,845	Closed	-$56K	–	53
2020 Q4	$56K	Sell	10,845 -10,940	-50%	-$50.2K	0.02%	53
2020 Q3	$83K	Hold	21,785	–	–	0.04%	47
2020 Q2	$63K	Buy	21,785 +4,116	+23%	+$9.65K	0.03%	48
2020 Q1	$37K	Buy	17,669 +4,039	+30%	+$13.7K	0.02%	58
2019 Q4	$52K	Hold	13,630	–	–	0.03%	64
2019 Q3	$53K	Hold	13,630	–	–	0.03%	59
2019 Q2	$58K	Buy	13,630 +1,893	+16%	+$8.45K	0.03%	58
2019 Q1	$54K	Hold	11,737	–	–	0.03%	56
2018 Q4	$57K	Buy	+11,737	New	+$62.6K	0.04%	53
2018 Q3	–	Sell	-10,042	Closed	-$70K	–	55
2018 Q2	$70K	Buy	+10,042	New	+$63.5K	0.04%	55

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

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

Principal Financial Group

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

Schroder Investment Management Group

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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