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 $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Accel Wealth Management's TEX Position: Q2 2023 in Review

Accel Wealth Management sold out of Terex (TEX) in Q2 2023, closing a stake of 865 shares — an estimated $41.8K sold.

Accel Wealth Management first reported a position in TEX in Q4 2020 and held it in 10 quarters. The position peaked at $41.8K in Q1 2023. 381 funds tracked by Wall St. Rank hold TEX as of Q2 2023.

  • Accel Wealth Management reported no remaining Terex position as of Q2 2023 after selling out during the quarter.
  • Accel Wealth Management sold 865 Terex shares in Q2 2023, an estimated $41.8K.
  • Accel Wealth Management first reported a position in Terex in Q4 2020 and held it in 10 quarters.
  • Accel Wealth Management's Terex position peaked at $41.8K in Q1 2023.
  • 381 funds tracked by Wall St. Rank held Terex as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.