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SYSTM Wealth Solutions’s Cemex CX Stock Holding History

SYSTM Wealth Solutions’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
Q3 		– Sell
-141
Closed -$901 – 226
2024
Q2 		$901 Hold
141
– – ﹤0.01% 652
2024
Q1 		$1.27K Sell
141
-39
-22% -$312 ﹤0.01% 932
2023
Q4 		$1.4K Buy
+180
New +$1.22K ﹤0.01% 966

Other funds holding CX

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
5NCM
59 North Capital Management Houston, Texas $3.35B AUM 22.14% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SYSTM Wealth Solutions's CX Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Cemex (CX) in Q3 2024, closing a stake of 141 shares — an estimated $901 sold.

SYSTM Wealth Solutions first reported a position in CX in Q4 2023 and held it in 3 quarters. The position peaked at $1.4K in Q4 2023. 280 funds tracked by Wall St. Rank hold CX as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Cemex position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 141 Cemex shares in Q3 2024, an estimated $901.
  • SYSTM Wealth Solutions first reported a position in Cemex in Q4 2023 and held it in 3 quarters.
  • SYSTM Wealth Solutions's Cemex position peaked at $1.4K in Q4 2023.
  • 280 funds tracked by Wall St. Rank held Cemex as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.