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Avantax Planning Partners’s Terex TEX Stock Holding History

Avantax Planning Partners’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
Q2 		– Sell
-3,202
Closed -$206K – 490
2024
Q1 		$206K Sell
3,202
-976
-23% -$57.2K 0.01% 441
2023
Q4 		$240K Buy
4,178
+69
+2% +$3.57K 0.01% 329
2023
Q3 		$237K Buy
4,109
+173
+4% +$10.3K 0.01% 323
2023
Q2 		$235K Buy
+3,936
New +$195K 0.01% 332
2018
Q2 		– Sell
-179
Closed -$7K – 1344
2018
Q1 		$7K Buy
+179
New +$7.76K ﹤0.01% 1220

Other funds holding TEX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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

Avantax Planning Partners's TEX Position: Q2 2024 in Review

Avantax Planning Partners sold out of Terex (TEX) in Q2 2024, closing a stake of 3,202 shares — an estimated $206K sold.

Avantax Planning Partners first reported a position in TEX in Q1 2018 and held it in 5 quarters. The position peaked at $240K in Q4 2023. 371 funds tracked by Wall St. Rank hold TEX as of Q2 2024.

  • Avantax Planning Partners reported no remaining Terex position as of Q2 2024 after selling out during the quarter.
  • Avantax Planning Partners sold 3,202 Terex shares in Q2 2024, an estimated $206K.
  • Avantax Planning Partners first reported a position in Terex in Q1 2018 and held it in 5 quarters.
  • Avantax Planning Partners's Terex position peaked at $240K in Q4 2023.
  • 371 funds tracked by Wall St. Rank held Terex as of Q2 2024.

Based on Avantax Planning Partners's 13F filing for Q2 2024, filed 9 Aug 2024.