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B. Riley Wealth Advisors’s Terex TEX Stock Holding History

B. Riley 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
2023
Q3 		– Sell
-3,369
Closed -$202K – 1626
2023
Q2 		$202K Buy
+3,369
New +$167K ﹤0.01% 1354
2022
Q1 		– Sell
-10,167
Closed -$448K – 1501
2021
Q4 		$448K Buy
10,167
+28
+0.3% +$1.26K 0.01% 876
2021
Q3 		$455K Sell
10,139
-3,356
-25% -$159K 0.01% 822
2021
Q2 		$630K Sell
13,495
-13,665
-50% -$664K 0.02% 670
2021
Q1 		$1.04M Sell
27,160
-10,049
-27% -$412K 0.04% 467
2020
Q4 		$1.3M Buy
37,209
+4,907
+15% +$145K 0.07% 269
2020
Q3 		$616K Hold
32,302
– – 0.03% 462
2020
Q2 		$606K Hold
32,302
– – 0.04% 391
2020
Q1 		$464K Buy
+32,302
New +$731K 0.04% 409
2015
Q1 		– Sell
-1,780
Closed -$50K – 1841
2014
Q4 		$50K Buy
+1,780
New +$50.9K ﹤0.01% 2093
2014
Q3 		– Sell
-3,901
Closed -$160K – 1759
2014
Q2 		$160K Buy
3,901
+100
+3% +$4.07K 0.04% 528
2014
Q1 		$168K Buy
3,801
+650
+21% +$27.3K 0.05% 444
2013
Q4 		$132K Buy
+3,151
New +$114K 0.04% 477

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

B. Riley Wealth Advisors's TEX Position: Q3 2023 in Review

B. Riley Wealth Advisors sold out of Terex (TEX) in Q3 2023, closing a stake of 3,369 shares — an estimated $202K sold.

B. Riley Wealth Advisors first reported a position in TEX in Q4 2013 and held it in 13 quarters. The position peaked at $1.3M in Q4 2020. 392 funds tracked by Wall St. Rank hold TEX as of Q3 2023.

  • B. Riley Wealth Advisors reported no remaining Terex position as of Q3 2023 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 3,369 Terex shares in Q3 2023, an estimated $202K.
  • B. Riley Wealth Advisors first reported a position in Terex in Q4 2013 and held it in 13 quarters.
  • B. Riley Wealth Advisors's Terex position peaked at $1.3M in Q4 2020.
  • 392 funds tracked by Wall St. Rank held Terex as of Q3 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2023, filed 1 Dec 2023.