TCWP’s Cemex CX Stock Holding History

TCWP’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 Q2	–	Sell	-55,621	Closed	-$308K	–	189
2023 Q1	$308K	Buy	+55,621	New	+$283K	0.06%	185

Other funds holding CX

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

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

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

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

BIP

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

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

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

OCM

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

TCWP's CX Position: Q2 2023 in Review

TCWP sold out of Cemex (CX) in Q2 2023, closing a stake of 55,621 shares — an estimated $308K sold.

TCWP first reported a position in CX in Q1 2023 and held it in 1 quarter. The position peaked at $308K in Q1 2023. 255 funds tracked by Wall St. Rank hold CX as of Q2 2023.

TCWP reported no remaining Cemex position as of Q2 2023 after selling out during the quarter.
TCWP sold 55,621 Cemex shares in Q2 2023, an estimated $308K.
TCWP first reported a position in Cemex in Q1 2023 and held it in 1 quarter.
TCWP's Cemex position peaked at $308K in Q1 2023.
255 funds tracked by Wall St. Rank held Cemex as of Q2 2023.

Based on TCWP's 13F filing for Q2 2023, filed 11 Aug 2023.