Wingate Wealth Advisors’s Cemex CX Stock Holding History

Wingate Wealth Advisors’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
2025 Q1	–	Sell	-950	Closed	-$5.36K	–	175
2024 Q4	$5.36K	Buy	+950	New	+$5.4K	0.01%	383

Other funds holding CX

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

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

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

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Antipodes Partners Royal Exchange, Australia $5.46B AUM 26.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wingate Wealth Advisors's CX Position: Q1 2025 in Review

Wingate Wealth Advisors sold out of Cemex (CX) in Q1 2025, closing a stake of 950 shares — an estimated $5.36K sold.

Wingate Wealth Advisors first reported a position in CX in Q4 2024 and held it in 1 quarter. The position peaked at $5.36K in Q4 2024. 261 funds tracked by Wall St. Rank hold CX as of Q1 2025.

Wingate Wealth Advisors reported no remaining Cemex position as of Q1 2025 after selling out during the quarter.
Wingate Wealth Advisors sold 950 Cemex shares in Q1 2025, an estimated $5.36K.
Wingate Wealth Advisors first reported a position in Cemex in Q4 2024 and held it in 1 quarter.
Wingate Wealth Advisors's Cemex position peaked at $5.36K in Q4 2024.
261 funds tracked by Wall St. Rank held Cemex as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.