Spire Wealth Management’s Cemex CX Stock Holding History

Spire 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
2026 Q2	$42K	Hold	3,500	–	–	﹤0.01%	1222
2026 Q1	$40K	Buy	3,500 +363	+12%	+$4.33K	﹤0.01%	1232
2025 Q4	$36K	Sell	3,137 -444	-12%	-$4.59K	﹤0.01%	1280
2025 Q3	$32.2K	Hold	3,581	–	–	﹤0.01%	1371
2025 Q2	$24.8K	Sell	3,581 -2,425	-40%	-$15.4K	﹤0.01%	1434
2025 Q1	$33.7K	Sell	6,006 -507	-8%	-$3.07K	﹤0.01%	1425
2024 Q4	$36.7K	Sell	6,513 -7,248	-53%	-$41.2K	﹤0.01%	1409
2024 Q3	$83.9K	Sell	13,761 -5,598	-29%	-$35.1K	﹤0.01%	964
2024 Q2	$124K	Sell	19,359 -19,797	-51%	-$152K	﹤0.01%	839
2024 Q1	$353K	Sell	39,156 -28,250	-42%	-$226K	0.01%	614
2023 Q4	$503K	Buy	67,406 +2,500	+4%	+$17K	0.02%	513
2023 Q3	$422K	Buy	64,906 +17,700	+37%	+$131K	0.02%	513
2023 Q2	$334K	Buy	47,206 +4,450	+10%	+$28.3K	0.01%	589
2023 Q1	$236K	Buy	42,756 +26,756	+167%	+$136K	0.01%	678
2022 Q4	$65K	Buy	+16,000	New	+$64K	﹤0.01%	895
2022 Q1	–	Sell	-2,836	Closed	-$19K	–	2596
2021 Q4	$19K	Sell	2,836 -5,164	-65%	-$33.6K	﹤0.01%	2128
2021 Q3	$57K	Sell	8,000 -16,000	-67%	-$126K	﹤0.01%	1416
2021 Q2	$202K	Buy	24,000 +7,494	+45%	+$59.6K	0.01%	942
2021 Q1	$115K	Buy	+16,506	New	+$107K	﹤0.01%	1341

Other funds holding CX

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return

Oldfield Partners London, United Kingdom $415M AUM 35.18% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

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

LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return