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Atlas Capital Advisors’s Terex TEX Stock Holding History

Atlas Capital 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
-181
Closed -$9.58K – 965
2024
Q3 		$9.58K Sell
181
-3,036
-94% -$168K ﹤0.01% 733
2024
Q2 		$176K Sell
3,217
-1,799
-36% -$107K 0.02% 403
2024
Q1 		$323K Sell
5,016
-1,826
-27% -$107K 0.05% 290
2023
Q4 		$393K Sell
6,842
-1,859
-21% -$96.1K 0.06% 257
2023
Q3 		$501K Sell
8,701
-610
-7% -$36.4K 0.08% 190
2023
Q2 		$557K Sell
9,311
-885
-9% -$43.9K 0.08% 188
2023
Q1 		$493K Buy
+10,196
New +$521K 0.08% 197

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

Atlas Capital Advisors's TEX Position: Q4 2024 in Review

Atlas Capital Advisors sold out of Terex (TEX) in Q4 2024, closing a stake of 181 shares — an estimated $9.58K sold.

Atlas Capital Advisors first reported a position in TEX in Q1 2023 and held it in 7 quarters. The position peaked at $557K in Q2 2023. 350 funds tracked by Wall St. Rank hold TEX as of Q4 2024.

  • Atlas Capital Advisors reported no remaining Terex position as of Q4 2024 after selling out during the quarter.
  • Atlas Capital Advisors sold 181 Terex shares in Q4 2024, an estimated $9.58K.
  • Atlas Capital Advisors first reported a position in Terex in Q1 2023 and held it in 7 quarters.
  • Atlas Capital Advisors's Terex position peaked at $557K in Q2 2023.
  • 350 funds tracked by Wall St. Rank held Terex as of Q4 2024.

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