WCG Wealth Advisors’s Cemex CX Stock Holding History

WCG 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
2024 Q1	–	Sell	-49,520	Closed	-$384K	–	269
2023 Q4	$384K	Hold	49,520	–	–	0.03%	267
2023 Q3	$322K	Sell	49,520 -1,283	-3%	-$9.52K	0.02%	262
2023 Q2	$360K	Buy	50,803 +483	+1%	+$3.07K	0.04%	146
2023 Q1	$278K	Buy	50,320 +800	+2%	+$4.07K	0.04%	153
2022 Q4	$201K	Hold	49,520	–	–	0.03%	151
2022 Q3	$170K	Hold	49,520	–	–	0.02%	277
2022 Q2	$194K	Buy	+49,520	New	+$212K	0.03%	262

Other funds holding CX

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return

RWC Asset Advisors Miami, Florida $464M AUM 93.73% 1-Year Est. Return