Robertson Stephens Wealth Management’s Cemex CX Stock Holding History

Robertson Stephens Wealth Management’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
2024 Q2	–	Sell	-1,452,995	Closed	-$1.29M	–	501
2024 Q1	$1.29M	Hold	1,452,995	–	–	0.07%	200
2023 Q4	$1.13M	Buy	+1,452,995	New	+$9.87M	0.07%	206
2021 Q3	–	Sell	-15,000	Closed	-$126K	–	318
2021 Q2	$126K	Buy	+15,000	New	+$119K	0.02%	326

Other funds holding CX

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

5NCM

59 North Capital Management Houston, Texas $3.35B AUM 22.14% 1-Year Est. Return

RAA

RWC Asset Advisors Miami, Florida $464M AUM 93.73% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

BIP

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Robertson Stephens Wealth Management's CX Position: Q2 2024 in Review

Robertson Stephens Wealth Management sold out of Cemex (CX) in Q2 2024, closing a stake of 1,452,995 shares — an estimated $1.29M sold.

Robertson Stephens Wealth Management first reported a position in CX in Q2 2021 and held it in 3 quarters. The position peaked at $1.29M in Q1 2024. 288 funds tracked by Wall St. Rank hold CX as of Q2 2024.

Robertson Stephens Wealth Management reported no remaining Cemex position as of Q2 2024 after selling out during the quarter.
Robertson Stephens Wealth Management sold 1,452,995 Cemex shares in Q2 2024, an estimated $1.29M.
Robertson Stephens Wealth Management first reported a position in Cemex in Q2 2021 and held it in 3 quarters.
Robertson Stephens Wealth Management's Cemex position peaked at $1.29M in Q1 2024.
288 funds tracked by Wall St. Rank held Cemex as of Q2 2024.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.