AWA
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Arete Wealth Advisors’s Terex TEX Stock Holding History

Arete Wealth 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
2024
Q4 		– Sell
-22,702
Closed -$2K – 790
2024
Q3 		$2K Buy
22,702
+172
+0.8% +$9.51K ﹤0.01% 704
2024
Q2 		$1.24M Buy
22,530
+142
+0.6% +$8.42K 0.1% 200
2024
Q1 		$1.25M Buy
22,388
+14,727
+192% +$864K 0.12% 183
2023
Q4 		$440K Buy
+7,661
New +$396K 0.03% 431

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
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

Arete Wealth Advisors's TEX Position: Q4 2024 in Review

Arete Wealth Advisors sold out of Terex (TEX) in Q4 2024, closing a stake of 22,702 shares — an estimated $2K sold.

Arete Wealth Advisors first reported a position in TEX in Q4 2023 and held it in 4 quarters. The position peaked at $1.25M in Q1 2024. 350 funds tracked by Wall St. Rank hold TEX as of Q4 2024.

  • Arete Wealth Advisors reported no remaining Terex position as of Q4 2024 after selling out during the quarter.
  • Arete Wealth Advisors sold 22,702 Terex shares in Q4 2024, an estimated $2K.
  • Arete Wealth Advisors first reported a position in Terex in Q4 2023 and held it in 4 quarters.
  • Arete Wealth Advisors's Terex position peaked at $1.25M in Q1 2024.
  • 350 funds tracked by Wall St. Rank held Terex as of Q4 2024.

Based on Arete Wealth Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.