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Wealthspire Advisors (New York)’s Cemex CX Stock Holding History

Wealthspire Advisors (New York)’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
2026
Q1 		$875K Sell
76,498
-13,593
-15% -$162K 0.01% 433
2025
Q4 		$1.04M Buy
90,091
+4,939
+6% +$51.1K 0.01% 418
2025
Q3 		$766K Sell
85,152
-7,250
-8% -$61.9K ﹤0.01% 443
2025
Q2 		$640K Buy
92,402
+603
+0.7% +$3.82K ﹤0.01% 478
2025
Q1 		$515K Hold
91,799
– – ﹤0.01% 507
2024
Q4 		$518K Hold
91,799
– – 0.01% 505
2024
Q3 		$560K Hold
91,799
– – 0.01% 471
2024
Q2 		$587K Hold
91,799
– – 0.01% 398
2024
Q1 		$827K Sell
91,799
-16,360
-15% -$131K 0.01% 341
2023
Q4 		$838K Hold
108,159
– – 0.01% 342
2023
Q3 		$703K Hold
108,159
– – 0.01% 338
2023
Q2 		$766K Sell
108,159
-160
-0.1% -$1.02K 0.01% 298
2023
Q1 		$599K Buy
108,319
+160
+0.1% +$813 0.01% 327
2022
Q4 		$438K Buy
+108,159
New +$432K 0.01% 389
2019
Q1 		– Sell
-830
Closed -$4K – 221
2018
Q4 		$4K Buy
+830
New +$4.43K ﹤0.01% 674

Other funds holding CX

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
PC
PointState Capital New York $4.31B AUM 42.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.18B AUM 46.57% 1-Year Est. Return