Wealthspire Advisors (Maryland)’s Cemex CX Stock Holding History

Wealthspire Advisors (Maryland)’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
2018 Q4	–	Sell	-221	Closed	-$2K	–	2452
2018 Q3	$2K	Buy	221 +83	+60%	+$582	﹤0.01%	2139
2018 Q2	$1K	Buy	138 +86	+165%	+$544	﹤0.01%	2291
2018 Q1	$0	Sell	52 -9,072	-99%	-$67.9K	﹤0.01%	2515
2017 Q4	$68K	Sell	9,124 -1,756	-16%	-$13.9K	0.01%	876
2017 Q3	$99K	Sell	10,880 -34	-0.3%	-$323	0.01%	711
2017 Q2	$103K	Sell	10,914 -541	-5%	-$4.77K	0.01%	686
2017 Q1	$100K	Buy	11,455 +347	+3%	+$2.92K	0.01%	601
2016 Q4	$86K	Buy	11,108 +5,798	+109%	+$46.1K	0.01%	622
2016 Q3	$41K	Buy	5,310 +5,044	+1,896%	+$37.1K	0.01%	830
2016 Q2	$2K	Buy	+266	New	+$1.71K	﹤0.01%	1497

Other funds holding CX

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Baillie Gifford & Co

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Ninety One (UK)

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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