AWA
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Arkadios Wealth Advisors’s Terex TEX Stock Holding History

Arkadios 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
2021
Q4 		– Sell
-476
Closed -$20K – 1658
2021
Q3 		$20K Buy
476
+1
+0.2% +$47 ﹤0.01% 1220
2021
Q2 		$22K Buy
475
+1
+0.2% +$49 ﹤0.01% 1246
2021
Q1 		$21K Buy
474
+401
+549% +$16.4K ﹤0.01% 956
2020
Q4 		$2K Buy
+73
New +$2.15K ﹤0.01% 1279

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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 $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Arkadios Wealth Advisors's TEX Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Terex (TEX) in Q4 2021, closing a stake of 476 shares — an estimated $20K sold.

Arkadios Wealth Advisors first reported a position in TEX in Q4 2020 and held it in 4 quarters. The position peaked at $22K in Q2 2021. 283 funds tracked by Wall St. Rank hold TEX as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining Terex position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 476 Terex shares in Q4 2021, an estimated $20K.
  • Arkadios Wealth Advisors first reported a position in Terex in Q4 2020 and held it in 4 quarters.
  • Arkadios Wealth Advisors's Terex position peaked at $22K in Q2 2021.
  • 283 funds tracked by Wall St. Rank held Terex as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.