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Tompkins Financial’s Cemex CX Stock Holding History

Tompkins Financial’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
-1,000
Closed -$5.53K – 608
2023
Q1 		$5.53K Hold
1,000
– – ﹤0.01% 524
2022
Q4 		$4K Hold
1,000
– – ﹤0.01% 538
2022
Q3 		$3K Hold
1,000
– – ﹤0.01% 545
2022
Q2 		$4K Hold
1,000
– – ﹤0.01% 515
2022
Q1 		$5K Buy
+1,000
New +$5.67K ﹤0.01% 527

Other funds holding CX

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
UBS AM
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
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Schroder Investment Management Group
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
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Tompkins Financial's CX Position: Q2 2023 in Review

Tompkins Financial sold out of Cemex (CX) in Q2 2023, closing a stake of 1,000 shares — an estimated $5.53K sold.

Tompkins Financial first reported a position in CX in Q1 2022 and held it in 5 quarters. The position peaked at $5.53K in Q1 2023. 255 funds tracked by Wall St. Rank hold CX as of Q2 2023.

  • Tompkins Financial reported no remaining Cemex position as of Q2 2023 after selling out during the quarter.
  • Tompkins Financial sold 1,000 Cemex shares in Q2 2023, an estimated $5.53K.
  • Tompkins Financial first reported a position in Cemex in Q1 2022 and held it in 5 quarters.
  • Tompkins Financial's Cemex position peaked at $5.53K in Q1 2023.
  • 255 funds tracked by Wall St. Rank held Cemex as of Q2 2023.

Based on Tompkins Financial's 13F filing for Q2 2023, filed 12 Jul 2023.