$TEX icon$

1776 Wealth’s Terex TEX Stock Holding History

1776 Wealth’s Portfolio TEX Stock Details TEX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-107	Closed	-$2K	–	288
2020 Q2	$2K	Hold	107	–	–	﹤0.01%	318
2020 Q1	$1K	Buy	107 +1	+0.9%	+$23	﹤0.01%	314
2019 Q4	$3K	Buy	+106	New	+$2.98K	﹤0.01%	316

Other funds holding TEX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

1776 Wealth's TEX Position: Q3 2020 in Review

1776 Wealth sold out of Terex (TEX) in Q3 2020, closing a stake of 107 shares — an estimated $2K sold.

1776 Wealth first reported a position in TEX in Q4 2019 and held it in 3 quarters. The position peaked at $3K in Q4 2019. 209 funds tracked by Wall St. Rank hold TEX as of Q3 2020.

1776 Wealth reported no remaining Terex position as of Q3 2020 after selling out during the quarter.
1776 Wealth sold 107 Terex shares in Q3 2020, an estimated $2K.
1776 Wealth first reported a position in Terex in Q4 2019 and held it in 3 quarters.
1776 Wealth's Terex position peaked at $3K in Q4 2019.
209 funds tracked by Wall St. Rank held Terex as of Q3 2020.

Based on 1776 Wealth's 13F filing for Q3 2020, filed 12 Nov 2020.