Wallace Advisory Group’s Cemex CX Stock Holding History

Wallace Advisory Group’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	-12,534	Closed	-$80.1K	–	185
2024 Q3	$80.1K	Hold	12,534	–	–	0.06%	173
2024 Q2	$80.1K	Sell	12,534 -1,057	-8%	-$8.09K	0.06%	174
2024 Q1	$105K	Hold	13,591	–	–	0.08%	167
2023 Q4	$88.3K	Sell	13,591 -319	-2%	-$2.17K	0.07%	160
2023 Q3	$98.5K	Buy	+13,910	New	+$103K	0.07%	167

Other funds holding CX

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

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

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

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

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

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

Wallace Advisory Group's CX Position: Q4 2024 in Review

Wallace Advisory Group sold out of Cemex (CX) in Q4 2024, closing a stake of 12,534 shares — an estimated $80.1K sold.

Wallace Advisory Group first reported a position in CX in Q3 2023 and held it in 5 quarters. The position peaked at $105K in Q1 2024. 266 funds tracked by Wall St. Rank hold CX as of Q4 2024.

Wallace Advisory Group reported no remaining Cemex position as of Q4 2024 after selling out during the quarter.
Wallace Advisory Group sold 12,534 Cemex shares in Q4 2024, an estimated $80.1K.
Wallace Advisory Group first reported a position in Cemex in Q3 2023 and held it in 5 quarters.
Wallace Advisory Group's Cemex position peaked at $105K in Q1 2024.
266 funds tracked by Wall St. Rank held Cemex as of Q4 2024.

Based on Wallace Advisory Group's 13F filing for Q4 2024, filed 14 Jan 2025.