Reilly Financial Advisors’s Cemex CX Stock Holding History

Reilly Financial 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
2021 Q4	$0	Buy	+58	New	+$378	﹤0.01%	1130
2019 Q4	–	Sell	-659	Closed	-$3K	–	881
2019 Q3	$3K	Hold	659	–	–	﹤0.01%	784
2019 Q2	$3K	Hold	659	–	–	﹤0.01%	825
2019 Q1	$3K	Hold	659	–	–	﹤0.01%	849
2018 Q4	$3K	Hold	659	–	–	﹤0.01%	816
2018 Q3	$5K	Hold	659	–	–	﹤0.01%	823
2018 Q2	$4K	Hold	659	–	–	﹤0.01%	834
2018 Q1	$4K	Hold	659	–	–	﹤0.01%	797
2017 Q4	$5K	Hold	659	–	–	﹤0.01%	767
2017 Q3	$6K	Hold	659	–	–	﹤0.01%	718
2017 Q2	$6K	Hold	659	–	–	﹤0.01%	738
2017 Q1	$6K	Hold	659	–	–	﹤0.01%	697
2016 Q4	$5K	Hold	659	–	–	﹤0.01%	664
2016 Q3	$5K	Hold	659	–	–	﹤0.01%	636
2016 Q2	$4K	Sell	659 -1	-0.2%	-$6	﹤0.01%	631
2016 Q1	$4K	Sell	660 -373	-36%	-$1.84K	﹤0.01%	955
2015 Q4	$5K	Hold	1,033	–	–	﹤0.01%	919
2015 Q3	$7K	Hold	1,033	–	–	﹤0.01%	872
2015 Q2	$9K	Sell	1,033 -11,965	-92%	-$107K	﹤0.01%	904
2015 Q1	$109K	Buy	12,998 +11,964	+1,157%	+$103K	0.02%	252
2014 Q4	$9K	Hold	1,034	–	–	﹤0.01%	524
2014 Q3	$12K	Buy	1,034 +374	+57%	+$4.34K	﹤0.01%	487
2014 Q2	$8K	Sell	660 -1	-0.2%	-$11	﹤0.01%	587
2014 Q1	$7K	Hold	661	–	–	﹤0.01%	616
2013 Q4	$7K	Hold	661	–	–	﹤0.01%	596
2013 Q3	$6K	Sell	661 -71	-10%	-$698	﹤0.01%	561
2013 Q2	$7K	Buy	+732	New	+$7.04K	﹤0.01%	543

Other funds holding CX

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

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

TIAM

TT International Asset Management London, United Kingdom $783M AUM 104.75% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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

OCM

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

RAA

RWC Asset Advisors Miami, Florida $450M AUM 80.96% 1-Year Est. Return

IUHSA

Itau Unibanco Holding S.A. Sao Paulo, Brazil $5.27B AUM 41.17% 1-Year Est. Return

Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return

Reilly Financial Advisors's CX Position: Q4 2021 in Review

Reilly Financial Advisors opened a new position in Cemex (CX) in Q4 2021: 58 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1130 among its holdings. This is a return to the name: Reilly Financial Advisors previously reported a position in CX as recently as Q3 2019.

Reilly Financial Advisors first reported a position in CX in Q2 2013 and has held it in 27 quarters since. The position peaked at $109K in Q1 2015. 250 funds tracked by Wall St. Rank hold CX as of Q4 2021.

Reilly Financial Advisors held 58 shares of Cemex worth $0 as of Q4 2021.
Cemex was a new Reilly Financial Advisors position in Q4 2021.
Cemex made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #1130 holding.
Reilly Financial Advisors first reported a position in Cemex in Q2 2013 and has held it in 27 quarters since.
Reilly Financial Advisors's Cemex position peaked at $109K in Q1 2015.
250 funds tracked by Wall St. Rank held Cemex as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.