AWM
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AE Wealth Management’s Terex TEX Stock Holding History

AE 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
2024
Q1 		– Sell
-20,496
Closed -$1.26M – 1902
2023
Q4 		$1.26M Sell
20,496
-1,718
-8% -$88.8K 0.01% 1070
2023
Q3 		$1.28M Buy
22,214
+33
+0.1% +$1.97K 0.01% 1000
2023
Q2 		$1.33M Sell
22,181
-4,724
-18% -$234K 0.01% 982
2023
Q1 		$1.3M Buy
26,905
+3,827
+17% +$196K 0.01% 945
2022
Q4 		$986K Sell
23,078
-3,319
-13% -$134K 0.01% 986
2022
Q3 		$785K Sell
26,397
-1,856
-7% -$60.7K 0.01% 1045
2022
Q2 		$773K Sell
28,253
-160
-0.6% -$5.33K 0.01% 984
2022
Q1 		$1.01M Sell
28,413
-770
-3% -$31.9K 0.01% 913
2021
Q4 		$1.28M Sell
29,183
-1,683
-5% -$75.6K 0.01% 848
2021
Q3 		$1.3M Sell
30,866
-1,858
-6% -$87.9K 0.01% 787
2021
Q2 		$1.56M Sell
32,724
-146
-0.4% -$7.09K 0.01% 709
2021
Q1 		$1.51M Buy
32,870
+830
+3% +$34K 0.02% 648
2020
Q4 		$1.12M Buy
32,040
+948
+3% +$28K 0.01% 680
2020
Q3 		$602K Buy
31,092
+520
+2% +$10.2K 0.01% 818
2020
Q2 		$574K Buy
30,572
+1,766
+6% +$28.1K 0.01% 828
2020
Q1 		$414K Buy
28,806
+1,156
+4% +$26.2K 0.01% 743
2019
Q4 		$823K Buy
27,650
+1,915
+7% +$53.8K 0.02% 572
2019
Q3 		$668K Buy
25,735
+396
+2% +$10.9K 0.02% 542
2019
Q2 		$796K Buy
+25,339
New +$778K 0.02% 464

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

AE Wealth Management's TEX Position: Q1 2024 in Review

AE Wealth Management sold out of Terex (TEX) in Q1 2024, closing a stake of 20,496 shares — an estimated $1.26M sold.

AE Wealth Management first reported a position in TEX in Q2 2019 and held it in 19 quarters. The position peaked at $1.56M in Q2 2021. 389 funds tracked by Wall St. Rank hold TEX as of Q1 2024.

  • AE Wealth Management reported no remaining Terex position as of Q1 2024 after selling out during the quarter.
  • AE Wealth Management sold 20,496 Terex shares in Q1 2024, an estimated $1.26M.
  • AE Wealth Management first reported a position in Terex in Q2 2019 and held it in 19 quarters.
  • AE Wealth Management's Terex position peaked at $1.56M in Q2 2021.
  • 389 funds tracked by Wall St. Rank held Terex as of Q1 2024.

Based on AE Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.