Wealth Architects’s Cemex CX Stock Holding History

Wealth Architects’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
2020 Q1	–	Sell	-12,335	Closed	-$47K	–	134
2019 Q4	$47K	Hold	12,335	–	–	0.01%	138
2019 Q3	$48K	Buy	+12,335	New	+$45.2K	0.01%	133

Other funds holding CX

Dodge & Cox San Francisco, California $191B AUM 17.5% 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

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

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

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 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

GTP

Global Thematic Partners New York $120M AUM 25.18% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealth Architects's CX Position: Q1 2020 in Review

Wealth Architects sold out of Cemex (CX) in Q1 2020, closing a stake of 12,335 shares — an estimated $47K sold.

Wealth Architects first reported a position in CX in Q3 2019 and held it in 2 quarters. The position peaked at $48K in Q3 2019. 211 funds tracked by Wall St. Rank hold CX as of Q1 2020.

Wealth Architects reported no remaining Cemex position as of Q1 2020 after selling out during the quarter.
Wealth Architects sold 12,335 Cemex shares in Q1 2020, an estimated $47K.
Wealth Architects first reported a position in Cemex in Q3 2019 and held it in 2 quarters.
Wealth Architects's Cemex position peaked at $48K in Q3 2019.
211 funds tracked by Wall St. Rank held Cemex as of Q1 2020.

Based on Wealth Architects's 13F filing for Q1 2020, filed 23 Apr 2020.