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Beverly Hills Private Wealth’s Ternium TX Stock Holding History

Beverly Hills Private Wealth’s Portfolio TX Stock Details TX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-6,678
Closed -$275K – 329
2023
Q2 		$275K Buy
+6,678
New +$269K 0.05% 287

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Lazard Asset Management
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Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
CCM
Contrarian Capital Management Greenwich, Connecticut $357M AUM 18.27% 1-Year Est. Return
CAAM
Cape Ann Asset Management London, United Kingdom $440M AUM 96.23% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Beverly Hills Private Wealth's TX Position: Q3 2023 in Review

Beverly Hills Private Wealth sold out of Ternium (TX) in Q3 2023, closing a stake of 6,678 shares — an estimated $275K sold.

Beverly Hills Private Wealth first reported a position in TX in Q2 2023 and held it in 1 quarter. The position peaked at $275K in Q2 2023. 151 funds tracked by Wall St. Rank hold TX as of Q3 2023.

  • Beverly Hills Private Wealth reported no remaining Ternium position as of Q3 2023 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 6,678 Ternium shares in Q3 2023, an estimated $275K.
  • Beverly Hills Private Wealth first reported a position in Ternium in Q2 2023 and held it in 1 quarter.
  • Beverly Hills Private Wealth's Ternium position peaked at $275K in Q2 2023.
  • 151 funds tracked by Wall St. Rank held Ternium as of Q3 2023.

Based on Beverly Hills Private Wealth's 13F filing for Q3 2023, filed 8 Nov 2023.