SVB Wealth’s Cemex CX Stock Holding History

SVB Wealth’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 Q1	–	Sell	-12,485	Closed	-$96.8K	–	867
2023 Q4	$96.8K	Sell	12,485 -616	-5%	-$4.19K	﹤0.01%	834
2023 Q3	$85.2K	Sell	13,101 -621	-5%	-$4.61K	﹤0.01%	812
2023 Q2	$97.2K	Buy	13,722 +2,870	+26%	+$18.3K	﹤0.01%	876
2023 Q1	$60K	Buy	+10,852	New	+$55.2K	﹤0.01%	969

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

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

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

OCM

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

BIP

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

IUHSA

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

RAA

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

SVB Wealth's CX Position: Q1 2024 in Review

SVB Wealth sold out of Cemex (CX) in Q1 2024, closing a stake of 12,485 shares — an estimated $96.8K sold.

SVB Wealth first reported a position in CX in Q1 2023 and held it in 4 quarters. The position peaked at $97.2K in Q2 2023. 302 funds tracked by Wall St. Rank hold CX as of Q1 2024.

SVB Wealth reported no remaining Cemex position as of Q1 2024 after selling out during the quarter.
SVB Wealth sold 12,485 Cemex shares in Q1 2024, an estimated $96.8K.
SVB Wealth first reported a position in Cemex in Q1 2023 and held it in 4 quarters.
SVB Wealth's Cemex position peaked at $97.2K in Q2 2023.
302 funds tracked by Wall St. Rank held Cemex as of Q1 2024.

Based on SVB Wealth's 13F filing for Q1 2024, filed 15 May 2024.