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BerganKDV Wealth Management’s Terex TEX Stock Holding History

BerganKDV 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
2020
Q2 		– Sell
-95
Closed -$1K – 1090
2020
Q1 		$1K Hold
95
– – ﹤0.01% 883
2019
Q4 		$3K Buy
+95
New +$2.67K ﹤0.01% 725

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
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

BerganKDV Wealth Management's TEX Position: Q2 2020 in Review

BerganKDV Wealth Management sold out of Terex (TEX) in Q2 2020, closing a stake of 95 shares — an estimated $1K sold.

BerganKDV Wealth Management first reported a position in TEX in Q4 2019 and held it in 2 quarters. The position peaked at $3K in Q4 2019. 214 funds tracked by Wall St. Rank hold TEX as of Q2 2020.

  • BerganKDV Wealth Management reported no remaining Terex position as of Q2 2020 after selling out during the quarter.
  • BerganKDV Wealth Management sold 95 Terex shares in Q2 2020, an estimated $1K.
  • BerganKDV Wealth Management first reported a position in Terex in Q4 2019 and held it in 2 quarters.
  • BerganKDV Wealth Management's Terex position peaked at $3K in Q4 2019.
  • 214 funds tracked by Wall St. Rank held Terex as of Q2 2020.

Based on BerganKDV Wealth Management's 13F filing for Q2 2020, filed 13 Aug 2020.