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Waverly Advisors’s Cemex CX Stock Holding History

Waverly 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
Q3 		– Sell
-11,567
Closed -$80.2K – 1290
2025
Q2 		$80.2K Sell
11,567
-7,823
-40% -$49.6K ﹤0.01% 1170
2025
Q1 		$109K Buy
19,390
+1,000
+5% +$6.05K ﹤0.01% 1086
2024
Q4 		$104K Buy
+18,390
New +$104K ﹤0.01% 966

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
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
PC
PointState Capital New York $7.82B AUM 43.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Waverly Advisors's CX Position: Q3 2025 in Review

Waverly Advisors sold out of Cemex (CX) in Q3 2025, closing a stake of 11,567 shares — an estimated $80.2K sold.

Waverly Advisors first reported a position in CX in Q4 2024 and held it in 3 quarters. The position peaked at $109K in Q1 2025. 286 funds tracked by Wall St. Rank hold CX as of Q3 2025.

  • Waverly Advisors reported no remaining Cemex position as of Q3 2025 after selling out during the quarter.
  • Waverly Advisors sold 11,567 Cemex shares in Q3 2025, an estimated $80.2K.
  • Waverly Advisors first reported a position in Cemex in Q4 2024 and held it in 3 quarters.
  • Waverly Advisors's Cemex position peaked at $109K in Q1 2025.
  • 286 funds tracked by Wall St. Rank held Cemex as of Q3 2025.

Based on Waverly Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.