$TEX icon$

Avior Wealth Management’s Terex TEX Stock Holding History

Avior Wealth Management’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
2025 Q1	–	Sell	-401	Closed	-$18.5K	–	2174
2024 Q4	$18.5K	Hold	401	–	–	﹤0.01%	1432
2024 Q3	$21.2K	Sell	401 -91	-18%	-$5.03K	﹤0.01%	1360
2024 Q2	$27K	Sell	492 -456	-48%	-$27K	﹤0.01%	1288
2024 Q1	$61.1K	Buy	948 +456	+93%	+$26.7K	﹤0.01%	1158
2023 Q4	$28.3K	Hold	492	–	–	﹤0.01%	829
2023 Q3	$28.3K	Buy	492 +401	+441%	+$23.9K	﹤0.01%	882
2023 Q2	$5.44K	Buy	+91	New	+$4.51K	﹤0.01%	1144
2019 Q4	–	Sell	-50	Closed	-$1K	–	865
2019 Q3	$1K	Hold	50	–	–	﹤0.01%	756
2019 Q2	$2K	Hold	50	–	–	﹤0.01%	745
2019 Q1	$1K	Hold	50	–	–	﹤0.01%	628
2018 Q4	$1K	Hold	50	–	–	﹤0.01%	688
2018 Q3	$2K	Hold	50	–	–	﹤0.01%	688
2018 Q2	$2K	Buy	+50	New	+$1.99K	﹤0.01%	723
2016 Q2	–	Sell	-100	Closed	-$2K	–	487
2016 Q1	$2K	Hold	100	–	–	﹤0.01%	446
2015 Q4	$2K	Hold	100	–	–	﹤0.01%	410
2015 Q3	$2K	Hold	100	–	–	﹤0.01%	373
2015 Q2	$2K	Hold	100	–	–	﹤0.01%	357
2015 Q1	$3K	Hold	100	–	–	﹤0.01%	309
2014 Q4	$3K	Hold	100	–	–	﹤0.01%	289
2014 Q3	$3K	Buy	+100	New	+$3.66K	﹤0.01%	289

Other funds holding TEX

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Avior Wealth Management's TEX Position: Q1 2025 in Review

Avior Wealth Management sold out of Terex (TEX) in Q1 2025, closing a stake of 401 shares — an estimated $18.5K sold.

Avior Wealth Management first reported a position in TEX in Q3 2014 and held it in 20 quarters. The position peaked at $61.1K in Q1 2024. 333 funds tracked by Wall St. Rank hold TEX as of Q1 2025.

Avior Wealth Management reported no remaining Terex position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 401 Terex shares in Q1 2025, an estimated $18.5K.
Avior Wealth Management first reported a position in Terex in Q3 2014 and held it in 20 quarters.
Avior Wealth Management's Terex position peaked at $61.1K in Q1 2024.
333 funds tracked by Wall St. Rank held Terex as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.