Vanguard Capital Wealth Advisors
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Vanguard Capital Wealth Advisors’s Cemex CX Stock Holding History

Vanguard Capital 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
2025
Q1 		– Sell
-13,121
Closed -$74K – 117
2024
Q4 		$74K Sell
13,121
-4,134
-24% -$23.5K 0.08% 106
2024
Q3 		$105K Sell
17,255
-4,054
-19% -$25.4K 0.11% 106
2024
Q2 		$136K Sell
21,309
-4,418
-17% -$33.8K 0.09% 126
2024
Q1 		$232K Sell
25,727
-900
-3% -$7.21K 0.16% 117
2023
Q4 		$206K Hold
26,627
– – 0.17% 119
2023
Q3 		$173K Sell
26,627
-395
-1% -$2.93K 0.16% 113
2023
Q2 		$191K Sell
27,022
-2,675
-9% -$17K 0.17% 118
2023
Q1 		$164K Sell
29,697
-1,487
-5% -$7.56K 0.16% 109
2022
Q4 		$126K Sell
31,184
-1,229
-4% -$4.91K 0.15% 106
2022
Q3 		$112K Sell
32,413
-2,006
-6% -$7.93K 0.14% 99
2022
Q2 		$137K Sell
34,419
-1,250
-4% -$5.36K 0.15% 109
2022
Q1 		$188K Sell
35,669
-3,875
-10% -$22K 0.13% 134
2021
Q4 		$268K Sell
39,544
-62,789
-61% -$409K 0.19% 104
2021
Q3 		$734K Buy
102,333
+77,745
+316% +$614K 0.49% 49
2021
Q2 		$206K Buy
+24,588
New +$196K 0.16% 141

Other funds holding CX

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 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
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
AP
Antipodes Partners Royal Exchange, Australia $5.46B AUM 26.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Wealth Advisors's CX Position: Q1 2025 in Review

Vanguard Capital Wealth Advisors sold out of Cemex (CX) in Q1 2025, closing a stake of 13,121 shares — an estimated $74K sold.

Vanguard Capital Wealth Advisors first reported a position in CX in Q2 2021 and held it in 15 quarters. The position peaked at $734K in Q3 2021. 261 funds tracked by Wall St. Rank hold CX as of Q1 2025.

  • Vanguard Capital Wealth Advisors reported no remaining Cemex position as of Q1 2025 after selling out during the quarter.
  • Vanguard Capital Wealth Advisors sold 13,121 Cemex shares in Q1 2025, an estimated $74K.
  • Vanguard Capital Wealth Advisors first reported a position in Cemex in Q2 2021 and held it in 15 quarters.
  • Vanguard Capital Wealth Advisors's Cemex position peaked at $734K in Q3 2021.
  • 261 funds tracked by Wall St. Rank held Cemex as of Q1 2025.

Based on Vanguard Capital Wealth Advisors's 13F filing for Q1 2025, filed 11 Apr 2025.