$TEX icon$

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 New York $5.72T AUM 30.48% 1-Year Est. Return

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 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