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Bullock Wealth Management’s Terex TEX Stock Holding History

Bullock 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
2024
Q3 		– Sell
-211
Closed -$11.3K – 601
2024
Q2 		$11.3K Hold
211
– – 0.01% 342
2024
Q1 		$13.3K Buy
+211
New +$12.4K 0.01% 335

Other funds holding TEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Bullock Wealth Management's TEX Position: Q3 2024 in Review

Bullock Wealth Management sold out of Terex (TEX) in Q3 2024, closing a stake of 211 shares — an estimated $11.3K sold.

Bullock Wealth Management first reported a position in TEX in Q1 2024 and held it in 2 quarters. The position peaked at $13.3K in Q1 2024. 382 funds tracked by Wall St. Rank hold TEX as of Q3 2024.

  • Bullock Wealth Management reported no remaining Terex position as of Q3 2024 after selling out during the quarter.
  • Bullock Wealth Management sold 211 Terex shares in Q3 2024, an estimated $11.3K.
  • Bullock Wealth Management first reported a position in Terex in Q1 2024 and held it in 2 quarters.
  • Bullock Wealth Management's Terex position peaked at $13.3K in Q1 2024.
  • 382 funds tracked by Wall St. Rank held Terex as of Q3 2024.

Based on Bullock Wealth Management's 13F filing for Q3 2024, filed 24 Sep 2026.