AF
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Advisornet Financial’s Terex TEX Stock Holding History

Advisornet Financial’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
Q4 		– Sell
-24
Closed -$1.27K – 2251
2024
Q3 		$1.27K Hold
24
– – ﹤0.01% 1877
2024
Q2 		$1.32K Buy
24
+20
+500% +$1.19K ﹤0.01% 1733
2024
Q1 		$258 Sell
4
-29
-88% -$1.7K ﹤0.01% 1943
2023
Q4 		$1.9K Buy
33
+17
+106% +$879 ﹤0.01% 1726
2023
Q3 		$922 Sell
16
-1,080
-99% -$64.4K ﹤0.01% 1814
2023
Q2 		$65.6K Sell
1,096
-2
-0.2% -$99 0.01% 747
2023
Q1 		$53.1K Buy
1,098
+2
+0.2% +$102 ﹤0.01% 783
2022
Q4 		$46.8K Buy
1,096
+16
+1% +$644 ﹤0.01% 809
2022
Q3 		$32K Sell
1,080
-3,705
-77% -$121K ﹤0.01% 976
2022
Q2 		$131K Sell
4,785
-1,135
-19% -$37.8K 0.01% 602
2022
Q1 		$211K Buy
5,920
+1,300
+28% +$53.8K 0.01% 552
2021
Q4 		$203K Hold
4,620
– – 0.01% 602
2021
Q3 		$195K Buy
4,620
+1,080
+31% +$51.1K 0.01% 589
2021
Q2 		$169K Buy
3,540
+40
+1% +$1.94K 0.01% 637
2021
Q1 		$161K Hold
3,500
– – 0.01% 623
2020
Q4 		$122K Sell
3,500
-500
-13% -$14.8K 0.01% 636
2020
Q3 		$77K Buy
4,000
+200
+5% +$3.91K 0.01% 747
2020
Q2 		$71K Buy
+3,800
New +$60.5K 0.01% 768
2019
Q2 		– Sell
-1,440
Closed -$46K – 1789
2019
Q1 		$46K Hold
1,440
– – 0.01% 756
2018
Q4 		$40K Buy
+1,440
New +$46K 0.01% 744

Other funds holding TEX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

Advisornet Financial's TEX Position: Q4 2024 in Review

Advisornet Financial sold out of Terex (TEX) in Q4 2024, closing a stake of 24 shares — an estimated $1.27K sold.

Advisornet Financial first reported a position in TEX in Q4 2018 and held it in 20 quarters. The position peaked at $211K in Q1 2022. 350 funds tracked by Wall St. Rank hold TEX as of Q4 2024.

  • Advisornet Financial reported no remaining Terex position as of Q4 2024 after selling out during the quarter.
  • Advisornet Financial sold 24 Terex shares in Q4 2024, an estimated $1.27K.
  • Advisornet Financial first reported a position in Terex in Q4 2018 and held it in 20 quarters.
  • Advisornet Financial's Terex position peaked at $211K in Q1 2022.
  • 350 funds tracked by Wall St. Rank held Terex as of Q4 2024.

Based on Advisornet Financial's 13F filing for Q4 2024, filed 13 Jan 2025.