WR Wealth Planners’s Cemex CX Stock Holding History

WR Wealth Planners’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
2024 Q4	$2.39K	Buy	423 +88	+26%	+$500	﹤0.01%	830
2024 Q3	$2.04K	Sell	335 -214	-39%	-$1.34K	﹤0.01%	903
2024 Q2	$3.51K	Buy	549 +141	+35%	+$1.08K	﹤0.01%	778
2024 Q1	$3.68K	Buy	+408	New	+$3.27K	﹤0.01%	780
2023 Q4	–	Sell	-868	Closed	-$5.64K	–	330
2023 Q3	$5.64K	Sell	868 -52	-6%	-$386	﹤0.01%	666
2023 Q2	$6.51K	Sell	920 -366	-28%	-$2.33K	﹤0.01%	642
2023 Q1	$7.11K	Buy	+1,286	New	+$6.54K	﹤0.01%	628

Other funds holding CX

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

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

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

BIP

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

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

Antipodes Partners Royal Exchange, Australia $5.19B AUM 36.17% 1-Year Est. Return

OCM

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

RAA

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

WR Wealth Planners's CX Position: Q4 2024 in Review

WR Wealth Planners increased its Cemex (CX) stake by 26% in Q4 2024, buying an estimated $500 and bringing the position to 423 shares worth $2.39K. The position accounts for ﹤0.01% of the portfolio, ranked #830.

WR Wealth Planners first reported a position in CX in Q1 2023 and has held it in 7 quarters since. The position peaked at $7.11K in Q1 2023. 266 funds tracked by Wall St. Rank hold CX as of Q4 2024.

WR Wealth Planners held 423 shares of Cemex worth $2.39K as of Q4 2024.
WR Wealth Planners bought 88 Cemex shares in Q4 2024, an estimated $500.
Cemex made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #830 holding.
WR Wealth Planners first reported a position in Cemex in Q1 2023 and has held it in 7 quarters since.
WR Wealth Planners's Cemex position peaked at $7.11K in Q1 2023.
266 funds tracked by Wall St. Rank held Cemex as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.