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Belpointe Asset Management’s Terex TEX Stock Holding History

Belpointe Asset 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
2023
Q2 		– Sell
-2,029
Closed -$98.2K – 3095
2023
Q1 		$98.2K Buy
2,029
+1,984
+4,409% +$101K 0.01% 1323
2022
Q4 		$1.92K Buy
+45
New +$1.81K ﹤0.01% 3277
2018
Q4 		– Sell
-3,600
Closed -$144K – 627
2018
Q3 		$144K Buy
+3,600
New +$146K 0.02% 541

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Belpointe Asset Management's TEX Position: Q2 2023 in Review

Belpointe Asset Management sold out of Terex (TEX) in Q2 2023, closing a stake of 2,029 shares — an estimated $98.2K sold.

Belpointe Asset Management first reported a position in TEX in Q3 2018 and held it in 3 quarters. The position peaked at $144K in Q3 2018. 382 funds tracked by Wall St. Rank hold TEX as of Q2 2023.

  • Belpointe Asset Management reported no remaining Terex position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 2,029 Terex shares in Q2 2023, an estimated $98.2K.
  • Belpointe Asset Management first reported a position in Terex in Q3 2018 and held it in 3 quarters.
  • Belpointe Asset Management's Terex position peaked at $144K in Q3 2018.
  • 382 funds tracked by Wall St. Rank held Terex as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.