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Bel Air Investment Advisors’s Terex TEX Stock Holding History

Bel Air Investment 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
2021
Q2 		$357K Buy
+7,500
New +$364K 0.01% 298

Other funds holding TEX

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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bel Air Investment Advisors's TEX Position: Q2 2021 in Review

Bel Air Investment Advisors opened a new position in Terex (TEX) in Q2 2021: 7,500 shares worth $357K. The stake represents 0.01% of the portfolio and ranks #298 among its holdings.

267 funds tracked by Wall St. Rank hold TEX as of Q2 2021.

  • Bel Air Investment Advisors held 7,500 shares of Terex worth $357K as of Q2 2021.
  • Terex was a new Bel Air Investment Advisors position in Q2 2021.
  • Terex made up 0.01% of Bel Air Investment Advisors's portfolio in Q2 2021, its #298 holding.
  • 267 funds tracked by Wall St. Rank held Terex as of Q2 2021.

Based on Bel Air Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.