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Valeo Financial Advisors’s Cemex CX Stock Holding History

Valeo Financial 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
2021
Q2 		– Sell
-18
Closed – – 807
2021
Q1 		$0 Sell
18
-1,920
-99% -$12.4K ﹤0.01% 2053
2020
Q4 		$10K Hold
1,938
– – ﹤0.01% 1196
2020
Q3 		$7K Sell
1,938
-376
-16% -$1.23K ﹤0.01% 1161
2020
Q2 		$7K Buy
2,314
+12
+0.5% +$28 ﹤0.01% 1396
2020
Q1 		$5K Buy
2,302
+46
+2% +$155 ﹤0.01% 1293
2019
Q4 		$9K Hold
2,256
– – ﹤0.01% 1133
2019
Q3 		$9K Buy
2,256
+1,353
+150% +$4.96K ﹤0.01% 1047
2019
Q2 		$4K Hold
903
– – ﹤0.01% 1252
2019
Q1 		$4K Sell
903
-381
-30% -$1.91K ﹤0.01% 1223
2018
Q4 		$6K Sell
1,284
-409
-24% -$2.18K ﹤0.01% 1007
2018
Q3 		$9K Buy
1,693
+166
+11% +$1.16K ﹤0.01% 993
2018
Q2 		$11K Sell
1,527
-304
-17% -$1.92K ﹤0.01% 913
2018
Q1 		$12K Buy
1,831
+679
+59% +$5.08K ﹤0.01% 878
2017
Q4 		$9K Buy
1,152
+162
+16% +$1.28K ﹤0.01% 855
2017
Q3 		$9K Buy
+990
New +$9.39K ﹤0.01% 719

Other funds holding CX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
RAA
RWC Asset Advisors Miami, Florida $464M AUM 93.73% 1-Year Est. Return
TIAM
TT International Asset Management London, United Kingdom $783M AUM 104.75% 1-Year Est. Return
PG
Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return

Valeo Financial Advisors's CX Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Cemex (CX) in Q2 2021, closing a stake of 18 shares.

Valeo Financial Advisors first reported a position in CX in Q3 2017 and held it in 15 quarters. The position peaked at $12K in Q1 2018. 286 funds tracked by Wall St. Rank hold CX as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Cemex position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 18 Cemex shares in Q2 2021.
  • Valeo Financial Advisors first reported a position in Cemex in Q3 2017 and held it in 15 quarters.
  • Valeo Financial Advisors's Cemex position peaked at $12K in Q1 2018.
  • 286 funds tracked by Wall St. Rank held Cemex as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.