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Aviso Financial’s Terex TEX Stock Holding History

Aviso Financial’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
-16,890
Closed -$781K – 374
2024
Q4 		$781K Sell
16,890
-360
-2% -$18.8K 0.04% 174
2024
Q3 		$913K Buy
17,250
+1,140
+7% +$63K 0.05% 154
2024
Q2 		$883K Buy
+16,110
New +$956K 0.05% 150

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

Aviso Financial's TEX Position: Q1 2025 in Review

Aviso Financial sold out of Terex (TEX) in Q1 2025, closing a stake of 16,890 shares — an estimated $781K sold.

Aviso Financial first reported a position in TEX in Q2 2024 and held it in 3 quarters. The position peaked at $913K in Q3 2024. 333 funds tracked by Wall St. Rank hold TEX as of Q1 2025.

  • Aviso Financial reported no remaining Terex position as of Q1 2025 after selling out during the quarter.
  • Aviso Financial sold 16,890 Terex shares in Q1 2025, an estimated $781K.
  • Aviso Financial first reported a position in Terex in Q2 2024 and held it in 3 quarters.
  • Aviso Financial's Terex position peaked at $913K in Q3 2024.
  • 333 funds tracked by Wall St. Rank held Terex as of Q1 2025.

Based on Aviso Financial's 13F filing for Q1 2025, filed 13 May 2025.