WealthPLAN Partners’s Cemex CX Stock Holding History

WealthPLAN 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
2023 Q3	–	Sell	-219	Closed	-$1.55K	–	481
2023 Q2	$1.55K	Buy	+219	New	+$1.39K	﹤0.01%	1107
2017 Q2	–	Sell	-78	Closed	-$698	–	232
2017 Q1	$698	Buy	+78	New	+$656	﹤0.01%	441
2016 Q3	$593	Sell	78 -78	-50%	-$574	﹤0.01%	914
2016 Q2	$463	Buy	+156	New	+$1K	﹤0.01%	2370

Other funds holding CX

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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

WealthPLAN Partners's CX Position: Q3 2023 in Review

WealthPLAN Partners sold out of Cemex (CX) in Q3 2023, closing a stake of 219 shares — an estimated $1.55K sold.

WealthPLAN Partners first reported a position in CX in Q2 2016 and held it in 4 quarters. The position peaked at $1.55K in Q2 2023. 274 funds tracked by Wall St. Rank hold CX as of Q3 2023.

WealthPLAN Partners reported no remaining Cemex position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 219 Cemex shares in Q3 2023, an estimated $1.55K.
WealthPLAN Partners first reported a position in Cemex in Q2 2016 and held it in 4 quarters.
WealthPLAN Partners's Cemex position peaked at $1.55K in Q2 2023.
274 funds tracked by Wall St. Rank held Cemex as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.