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 Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

BIP

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

OCM

Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Prism Advisors's CX Position: Q2 2023 in Review

Prism Advisors sold out of Cemex (CX) in Q2 2023, closing a stake of 12,321 shares — an estimated $68.1K sold.

Prism Advisors first reported a position in CX in Q2 2018 and held it in 14 quarters. The position peaked at $83K in Q3 2020. 255 funds tracked by Wall St. Rank hold CX as of Q2 2023.

Prism Advisors reported no remaining Cemex position as of Q2 2023 after selling out during the quarter.
Prism Advisors sold 12,321 Cemex shares in Q2 2023, an estimated $68.1K.
Prism Advisors first reported a position in Cemex in Q2 2018 and held it in 14 quarters.
Prism Advisors's Cemex position peaked at $83K in Q3 2020.
255 funds tracked by Wall St. Rank held Cemex as of Q2 2023.

Based on Prism Advisors's 13F filing for Q2 2023, filed 10 Aug 2023.