WealthStone’s Cemex CX Stock Holding History

WealthStone’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 Q1	$97K	Buy	13,943 +499	+4%	+$3.23K	0.03%	269
2020 Q4	$70K	Hold	13,444	–	–	0.02%	250
2020 Q3	$51K	Buy	+13,444	New	+$44K	0.02%	193
2019 Q3	–	Sell	-109	Closed	-$462	–	192
2019 Q2	$462	Buy	+109	New	+$487	﹤0.01%	919

Other funds holding CX

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

BIP

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

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

RAA

RWC Asset Advisors Miami, Florida $464M AUM 93.73% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

WealthStone's CX Position: Q1 2021 in Review

WealthStone increased its Cemex (CX) stake by 3.7% in Q1 2021, buying an estimated $3.23K and bringing the position to 13,943 shares worth $97K. The position accounts for 0.03% of the portfolio, ranked #269.

WealthStone first reported a position in CX in Q2 2019 and has held it in 4 quarters since. 262 funds tracked by Wall St. Rank hold CX as of Q1 2021.

WealthStone held 13,943 shares of Cemex worth $97K as of Q1 2021.
WealthStone bought 499 Cemex shares in Q1 2021, an estimated $3.23K.
Cemex made up 0.03% of WealthStone's portfolio in Q1 2021, its #269 holding.
WealthStone first reported a position in Cemex in Q2 2019 and has held it in 4 quarters since.
262 funds tracked by Wall St. Rank held Cemex as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.