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True Wealth Design’s Cemex CX Stock Holding History

True Wealth Design’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
2026
Q1 		$1.82K Sell
159
-3
-2% -$36 ﹤0.01% 1590
2025
Q4 		$1.86K Sell
162
-3
-2% -$31 ﹤0.01% 1478
2025
Q3 		$1.48K Buy
165
+69
+72% +$589 ﹤0.01% 1597
2025
Q2 		$666 Sell
96
-19
-17% -$120 ﹤0.01% 1628
2025
Q1 		$646 Buy
115
+26
+29% +$157 ﹤0.01% 1449
2024
Q4 		$502 Sell
89
-10
-10% -$57 ﹤0.01% 1089
2024
Q3 		$604 Buy
99
+2
+2% +$13 ﹤0.01% 1067
2024
Q2 		$620 Buy
97
+23
+31% +$176 ﹤0.01% 620
2024
Q1 		$667 Buy
74
+31
+72% +$248 ﹤0.01% 562
2023
Q4 		$334 Hold
43
– – ﹤0.01% 588
2023
Q3 		$280 Buy
43
+3
+8% +$22 ﹤0.01% 574
2023
Q2 		$284 Buy
40
+2
+5% +$13 ﹤0.01% 595
2023
Q1 		$211 Buy
38
+1
+3% +$5 ﹤0.01% 721
2022
Q4 		$150 Buy
+37
New +$148 ﹤0.01% 702

Other funds holding CX

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
PC
PointState Capital New York $4.31B AUM 42.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.18B AUM 46.57% 1-Year Est. Return