AWM
TEX icon

Accel Wealth Management’s Terex TEX Stock Holding History

Accel 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
2023
Q2 		– Sell
-865
Closed -$41.8K – 785
2023
Q1 		$41.8K Buy
865
+3
+0.3% +$153 0.02% 517
2022
Q4 		$36.8K Buy
862
+2
+0.2% +$81 0.02% 413
2022
Q3 		$28K Buy
860
+4
+0.5% +$131 0.02% 486
2022
Q2 		$25K Buy
856
+3
+0.4% +$100 0.01% 487
2022
Q1 		$30K Buy
853
+3
+0.4% +$124 0.02% 468
2021
Q4 		$37K Buy
850
+43
+5% +$1.93K 0.02% 442
2021
Q3 		$34K Sell
807
-39
-5% -$1.85K 0.02% 393
2021
Q2 		$40K Buy
846
+44
+5% +$2.14K 0.03% 386
2021
Q1 		$37K Buy
802
+2
+0.3% +$82 0.03% 375
2020
Q4 		$28K Buy
+800
New +$23.6K 0.03% 419

Other funds holding TEX

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return