SFA
CX icon

Sequoia Financial Advisors’s Cemex CX Stock Holding History

Sequoia 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
2026
Q1 		$200K Buy
17,511
+709
+4% +$8.45K ﹤0.01% 1797
2025
Q4 		$193K Buy
16,802
+913
+6% +$9.44K ﹤0.01% 1821
2025
Q3 		$143K Buy
15,889
+1,070
+7% +$9.13K ﹤0.01% 1668
2025
Q2 		$103K Buy
14,819
+2,068
+16% +$13.1K ﹤0.01% 1533
2025
Q1 		$71.5K Buy
12,751
+113
+0.9% +$684 ﹤0.01% 1338
2024
Q4 		$71.3K Sell
12,638
-810
-6% -$4.6K ﹤0.01% 1304
2024
Q3 		$82K Sell
13,448
-437
-3% -$2.74K ﹤0.01% 1240
2024
Q2 		$88.7K Buy
13,885
+190
+1% +$1.45K ﹤0.01% 1169
2024
Q1 		$123K Sell
13,695
-26
-0.2% -$208 ﹤0.01% 1104
2023
Q4 		$106K Buy
13,721
+468
+4% +$3.18K ﹤0.01% 1157
2023
Q3 		$86.1K Hold
13,253
– – ﹤0.01% 926
2023
Q2 		$93.8K Buy
13,253
+413
+3% +$2.63K ﹤0.01% 924
2023
Q1 		$71K Sell
12,840
-591
-4% -$3K ﹤0.01% 821
2022
Q4 		$54.4K Buy
+13,431
New +$53.7K ﹤0.01% 786
2022
Q3 		– Sell
-10,705
Closed -$42K – 548
2022
Q2 		$42K Sell
10,705
-1,494
-12% -$6.41K ﹤0.01% 584
2022
Q1 		$65K Buy
+12,199
New +$69.1K ﹤0.01% 657

Other funds holding CX

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
PC
PointState Capital New York $4.31B AUM 42.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.18B AUM 46.57% 1-Year Est. Return