Stratos Wealth Partners’s Cemex CX Stock Holding History

Stratos Wealth Partners’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 Q4	–	Sell	-14,629	Closed	-$95.1K	–	1384
2023 Q3	$95.1K	Buy	+14,629	New	+$109K	﹤0.01%	1231
2018 Q4	–	Sell	-8,004	Closed	-$56K	–	1154
2018 Q3	$56K	Buy	+8,004	New	+$56.1K	﹤0.01%	1398
2018 Q2	–	Sell	-22,330	Closed	-$148K	–	1301
2018 Q1	$148K	Buy	22,330 +12,897	+137%	+$96.6K	0.01%	1016
2017 Q4	$71K	Buy	+9,433	New	+$74.6K	﹤0.01%	1343
2017 Q2	–	Sell	-11,420	Closed	-$100K	–	835
2017 Q1	$100K	Buy	+11,420	New	+$96K	0.01%	773

Other funds holding CX

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

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

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

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

BIP

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

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

OCM

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

IUHSA

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

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

Stratos Wealth Partners's CX Position: Q4 2023 in Review

Stratos Wealth Partners sold out of Cemex (CX) in Q4 2023, closing a stake of 14,629 shares — an estimated $95.1K sold.

Stratos Wealth Partners first reported a position in CX in Q1 2017 and held it in 5 quarters. The position peaked at $148K in Q1 2018. 300 funds tracked by Wall St. Rank hold CX as of Q4 2023.

Stratos Wealth Partners reported no remaining Cemex position as of Q4 2023 after selling out during the quarter.
Stratos Wealth Partners sold 14,629 Cemex shares in Q4 2023, an estimated $95.1K.
Stratos Wealth Partners first reported a position in Cemex in Q1 2017 and held it in 5 quarters.
Stratos Wealth Partners's Cemex position peaked at $148K in Q1 2018.
300 funds tracked by Wall St. Rank held Cemex as of Q4 2023.

Based on Stratos Wealth Partners's 13F filing for Q4 2023, filed 24 Jan 2024.