AWM
TEX icon

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 $5.72T AUM 30.48% 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 $1.9T AUM 41.92% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return