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ALPS Advisors’s Terex TEX Stock Holding History

ALPS Advisors’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
2025
Q1 		– Sell
-6,742
Closed -$312K – 1116
2024
Q4 		$312K Hold
6,742
– – ﹤0.01% 864
2024
Q3 		$357K Buy
6,742
+828
+14% +$45.8K ﹤0.01% 834
2024
Q2 		$324K Sell
5,914
-35
-0.6% -$2.08K ﹤0.01% 806
2024
Q1 		$383K Buy
5,949
+536
+10% +$31.4K ﹤0.01% 657
2023
Q4 		$311K Sell
5,413
-308
-5% -$15.9K ﹤0.01% 835
2023
Q3 		$330K Sell
5,721
-244
-4% -$14.5K ﹤0.01% 756
2023
Q2 		$357K Buy
5,965
+45
+0.8% +$2.23K ﹤0.01% 711
2023
Q1 		$286K Buy
+5,920
New +$303K ﹤0.01% 922

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
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
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

ALPS Advisors's TEX Position: Q1 2025 in Review

ALPS Advisors sold out of Terex (TEX) in Q1 2025, closing a stake of 6,742 shares — an estimated $312K sold.

ALPS Advisors first reported a position in TEX in Q1 2023 and held it in 8 quarters. The position peaked at $383K in Q1 2024. 333 funds tracked by Wall St. Rank hold TEX as of Q1 2025.

  • ALPS Advisors reported no remaining Terex position as of Q1 2025 after selling out during the quarter.
  • ALPS Advisors sold 6,742 Terex shares in Q1 2025, an estimated $312K.
  • ALPS Advisors first reported a position in Terex in Q1 2023 and held it in 8 quarters.
  • ALPS Advisors's Terex position peaked at $383K in Q1 2024.
  • 333 funds tracked by Wall St. Rank held Terex as of Q1 2025.

Based on ALPS Advisors's 13F filing for Q1 2025, filed 30 Apr 2025.