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Venturi Wealth Management’s Cemex CX Stock Holding History

Venturi Wealth Management’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
2024
Q4 		– Sell
-1,704
Closed -$10.4K – 1956
2024
Q3 		$10.4K Buy
+1,704
New +$10.7K ﹤0.01% 1187

Other funds holding CX

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AP
Antipodes Partners Royal Exchange, Australia $5.46B AUM 26.64% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
RAA
RWC Asset Advisors Miami, Florida $450M AUM 80.96% 1-Year Est. Return

Venturi Wealth Management's CX Position: Q4 2024 in Review

Venturi Wealth Management sold out of Cemex (CX) in Q4 2024, closing a stake of 1,704 shares — an estimated $10.4K sold.

Venturi Wealth Management first reported a position in CX in Q3 2024 and held it in 1 quarter. The position peaked at $10.4K in Q3 2024. 266 funds tracked by Wall St. Rank hold CX as of Q4 2024.

  • Venturi Wealth Management reported no remaining Cemex position as of Q4 2024 after selling out during the quarter.
  • Venturi Wealth Management sold 1,704 Cemex shares in Q4 2024, an estimated $10.4K.
  • Venturi Wealth Management first reported a position in Cemex in Q3 2024 and held it in 1 quarter.
  • Venturi Wealth Management's Cemex position peaked at $10.4K in Q3 2024.
  • 266 funds tracked by Wall St. Rank held Cemex as of Q4 2024.

Based on Venturi Wealth Management's 13F filing for Q4 2024, filed 31 Jan 2025.