Vestmark Advisory Solutions’s Cemex CX Stock Holding History

Vestmark Advisory Solutions’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 Q3	–	Sell	-30,259	Closed	-$214K	–	514
2023 Q2	$214K	Buy	+30,259	New	+$193K	0.01%	814
2021 Q4	–	Sell	-55,141	Closed	-$395K	–	844
2021 Q3	$395K	Sell	55,141 -204	-0.4%	-$1.61K	0.03%	577
2021 Q2	$465K	Sell	55,345 -1,199	-2%	-$9.53K	0.03%	496
2021 Q1	$394K	Buy	56,544 +2,405	+4%	+$15.6K	0.03%	515
2020 Q4	$280K	Buy	+54,139	New	+$248K	0.03%	486

Other funds holding CX

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vestmark Advisory Solutions's CX Position: Q3 2023 in Review

Vestmark Advisory Solutions sold out of Cemex (CX) in Q3 2023, closing a stake of 30,259 shares — an estimated $214K sold.

Vestmark Advisory Solutions first reported a position in CX in Q4 2020 and held it in 5 quarters. The position peaked at $465K in Q2 2021. 274 funds tracked by Wall St. Rank hold CX as of Q3 2023.

Vestmark Advisory Solutions reported no remaining Cemex position as of Q3 2023 after selling out during the quarter.
Vestmark Advisory Solutions sold 30,259 Cemex shares in Q3 2023, an estimated $214K.
Vestmark Advisory Solutions first reported a position in Cemex in Q4 2020 and held it in 5 quarters.
Vestmark Advisory Solutions's Cemex position peaked at $465K in Q2 2021.
274 funds tracked by Wall St. Rank held Cemex as of Q3 2023.

Based on Vestmark Advisory Solutions's 13F filing for Q3 2023, filed 6 Nov 2023.