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American Portfolios Advisors’s Terex TEX Stock Holding History

American Portfolios 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
2022
Q3 		$37.2K Sell
1,250
-202
-14% -$6.61K ﹤0.01% 1872
2022
Q2 		$39.7K Sell
1,452
-921
-39% -$30.7K ﹤0.01% 1886
2022
Q1 		$84.6K Buy
2,373
+119
+5% +$4.92K ﹤0.01% 1601
2021
Q4 		$99.1K Sell
2,254
-149
-6% -$6.69K ﹤0.01% 1517
2021
Q3 		$101K Sell
2,403
-250
-9% -$11.8K ﹤0.01% 1446
2021
Q2 		$126K Buy
2,653
+870
+49% +$42.3K ﹤0.01% 1318
2021
Q1 		$82.2K Buy
1,783
+1,500
+530% +$61.5K ﹤0.01% 1397
2020
Q4 		$9.88K Buy
283
+33
+13% +$974 ﹤0.01% 2109
2020
Q3 		$4.84K Hold
250
– – ﹤0.01% 2301
2020
Q2 		$4.69K Hold
250
– – ﹤0.01% 2269
2020
Q1 		$3.59K Buy
+250
New +$5.66K ﹤0.01% 2220

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
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

American Portfolios Advisors's TEX Position: Q3 2022 in Review

American Portfolios Advisors reduced its Terex (TEX) stake by 14% in Q3 2022, selling an estimated $6.61K and leaving 1,250 shares worth $37.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1872.

American Portfolios Advisors first reported a position in TEX in Q1 2020 and has held it in 11 quarters since. The position peaked at $126K in Q2 2021. 274 funds tracked by Wall St. Rank hold TEX as of Q3 2022.

  • American Portfolios Advisors held 1,250 shares of Terex worth $37.2K as of Q3 2022.
  • American Portfolios Advisors sold 202 Terex shares in Q3 2022, an estimated $6.61K.
  • Terex made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1872 holding.
  • American Portfolios Advisors first reported a position in Terex in Q1 2020 and has held it in 11 quarters since.
  • American Portfolios Advisors's Terex position peaked at $126K in Q2 2021.
  • 274 funds tracked by Wall St. Rank held Terex as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.