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Abich Financial Wealth Management’s Terex TEX Stock Holding History

Abich Financial Wealth Management’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
2024
Q3 		– Sell
-15
Closed -$823 – 795
2024
Q2 		$823 Buy
+15
New +$890 ﹤0.01% 648

Other funds holding TEX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Abich Financial Wealth Management's TEX Position: Q3 2024 in Review

Abich Financial Wealth Management sold out of Terex (TEX) in Q3 2024, closing a stake of 15 shares — an estimated $823 sold.

Abich Financial Wealth Management first reported a position in TEX in Q2 2024 and held it in 1 quarter. The position peaked at $823 in Q2 2024. 382 funds tracked by Wall St. Rank hold TEX as of Q3 2024.

  • Abich Financial Wealth Management reported no remaining Terex position as of Q3 2024 after selling out during the quarter.
  • Abich Financial Wealth Management sold 15 Terex shares in Q3 2024, an estimated $823.
  • Abich Financial Wealth Management first reported a position in Terex in Q2 2024 and held it in 1 quarter.
  • Abich Financial Wealth Management's Terex position peaked at $823 in Q2 2024.
  • 382 funds tracked by Wall St. Rank held Terex as of Q3 2024.

Based on Abich Financial Wealth Management's 13F filing for Q3 2024, filed 25 Oct 2024.