TCI Wealth Advisors’s Cemex CX Stock Holding History

TCI Wealth 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
2024 Q3	–	Sell	-11,118	Closed	-$71K	–	244
2024 Q2	$71K	Hold	11,118	–	–	0.01%	218
2024 Q1	$100K	Hold	11,118	–	–	0.01%	213
2023 Q4	$86.2K	Sell	11,118 -11,119	-50%	-$75.6K	0.01%	204
2023 Q3	$145K	Hold	22,237	–	–	0.02%	189
2023 Q2	$157K	Hold	22,237	–	–	0.02%	192
2023 Q1	$123K	Hold	22,237	–	–	0.02%	245
2022 Q4	$90.1K	Hold	22,237	–	–	0.01%	283
2022 Q3	$76K	Hold	22,237	–	–	0.01%	285
2022 Q2	$87K	Hold	22,237	–	–	0.01%	266
2022 Q1	$118K	Buy	+22,237	New	+$126K	0.02%	234
2018 Q4	–	Sell	-79	Closed	-$1K	–	1476
2018 Q3	$1K	Sell	79 -158	-67%	-$1.11K	﹤0.01%	1190
2018 Q2	$2K	Buy	+237	New	+$1.5K	﹤0.01%	1053
2017 Q4	–	Sell	-11	Closed	–	–	1380
2017 Q3	$0	Buy	+11	New	+$104	﹤0.01%	1330
2014 Q4	–	Sell	-4,866	Closed	-$56K	–	894
2014 Q3	$56K	Hold	4,866	–	–	0.04%	228
2014 Q2	$57K	Buy	+4,866	New	+$55.3K	0.03%	237

Other funds holding CX

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

TCI Wealth Advisors's CX Position: Q3 2024 in Review

TCI Wealth Advisors sold out of Cemex (CX) in Q3 2024, closing a stake of 11,118 shares — an estimated $71K sold.

TCI Wealth Advisors first reported a position in CX in Q2 2014 and held it in 15 quarters. The position peaked at $157K in Q2 2023. 280 funds tracked by Wall St. Rank hold CX as of Q3 2024.

TCI Wealth Advisors reported no remaining Cemex position as of Q3 2024 after selling out during the quarter.
TCI Wealth Advisors sold 11,118 Cemex shares in Q3 2024, an estimated $71K.
TCI Wealth Advisors first reported a position in Cemex in Q2 2014 and held it in 15 quarters.
TCI Wealth Advisors's Cemex position peaked at $157K in Q2 2023.
280 funds tracked by Wall St. Rank held Cemex as of Q3 2024.

Based on TCI Wealth Advisors's 13F filing for Q3 2024, filed 24 Oct 2024.