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Wealthcare Advisory Partners’s Cemex CX Stock Holding History

Wealthcare Advisory Partners’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
2021
Q2 		– Sell
-276
Closed -$2K – 828
2021
Q1 		$2K Buy
+276
New +$1.78K ﹤0.01% 1856
2018
Q2 		– Sell
-5,832
Closed -$39K – 1244
2018
Q1 		$39K Sell
5,832
-1,854
-24% -$13.9K 0.01% 443
2017
Q4 		$58K Sell
7,686
-1,077
-12% -$8.52K 0.01% 349
2017
Q3 		$80K Buy
+8,763
New +$83.1K 0.02% 243

Other funds holding CX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
RAA
RWC Asset Advisors Miami, Florida $464M AUM 93.73% 1-Year Est. Return
TIAM
TT International Asset Management London, United Kingdom $783M AUM 104.75% 1-Year Est. Return
PG
Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return

Wealthcare Advisory Partners's CX Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Cemex (CX) in Q2 2021, closing a stake of 276 shares — an estimated $2K sold.

Wealthcare Advisory Partners first reported a position in CX in Q3 2017 and held it in 4 quarters. The position peaked at $80K in Q3 2017. 286 funds tracked by Wall St. Rank hold CX as of Q2 2021.

  • Wealthcare Advisory Partners reported no remaining Cemex position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 276 Cemex shares in Q2 2021, an estimated $2K.
  • Wealthcare Advisory Partners first reported a position in Cemex in Q3 2017 and held it in 4 quarters.
  • Wealthcare Advisory Partners's Cemex position peaked at $80K in Q3 2017.
  • 286 funds tracked by Wall St. Rank held Cemex as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.