AG
TEX icon

Advisor Group’s Terex TEX Stock Holding History

Advisor Group’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
2019
Q4 		$40K Buy
1,352
+219
+19% +$6.16K ﹤0.01% 3566
2019
Q3 		$29K Sell
1,133
-56
-5% -$1.54K ﹤0.01% 3739
2019
Q2 		$37K Sell
1,189
-670
-36% -$20.6K ﹤0.01% 3569
2019
Q1 		$59K Buy
1,859
+835
+82% +$26.5K ﹤0.01% 3268
2018
Q4 		$28K Sell
1,024
-1,024
-50% -$32.7K ﹤0.01% 3593
2018
Q3 		$82K Buy
2,048
+1,455
+245% +$59.2K ﹤0.01% 2899
2018
Q2 		$24K Sell
593
-460
-44% -$18.3K ﹤0.01% 3610
2018
Q1 		$39K Sell
1,053
-577
-35% -$25K ﹤0.01% 3269
2017
Q4 		$79K Sell
1,630
-797
-33% -$36.7K ﹤0.01% 2753
2017
Q3 		$109K Hold
2,427
– – ﹤0.01% 2328
2017
Q2 		$91K Buy
2,427
+1
+0% +$34 ﹤0.01% 2386
2017
Q1 		$76K Sell
2,426
-1,119
-32% -$35.2K ﹤0.01% 2373
2016
Q4 		$112K Buy
3,545
+1,641
+86% +$45.5K ﹤0.01% 1989
2016
Q3 		$47K Sell
1,904
-131
-6% -$3.05K ﹤0.01% 2591
2016
Q2 		$39K Buy
+2,035
New +$46.5K ﹤0.01% 2609

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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Advisor Group's TEX Position: Q4 2019 in Review

Advisor Group increased its Terex (TEX) stake by 19% in Q4 2019, buying an estimated $6.16K and bringing the position to 1,352 shares worth $40K. The position accounts for ﹤0.01% of the portfolio, ranked #3566.

Advisor Group first reported a position in TEX in Q2 2016 and has held it in 15 quarters since. The position peaked at $112K in Q4 2016. 243 funds tracked by Wall St. Rank hold TEX as of Q4 2019.

  • Advisor Group held 1,352 shares of Terex worth $40K as of Q4 2019.
  • Advisor Group bought 219 Terex shares in Q4 2019, an estimated $6.16K.
  • Terex made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3566 holding.
  • Advisor Group first reported a position in Terex in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Terex position peaked at $112K in Q4 2016.
  • 243 funds tracked by Wall St. Rank held Terex as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.