$TEX icon$

Cape Investment Advisory’s Terex TEX Stock Holding History

Cape Investment Advisory’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
2025 Q1	–	Sell	-30	Closed	-$1.39K	–	1193
2024 Q4	$1.39K	Buy	+30	New	+$1.56K	﹤0.01%	925

Other funds holding TEX

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Cape Investment Advisory's TEX Position: Q1 2025 in Review

Cape Investment Advisory sold out of Terex (TEX) in Q1 2025, closing a stake of 30 shares — an estimated $1.39K sold.

Cape Investment Advisory first reported a position in TEX in Q4 2024 and held it in 1 quarter. The position peaked at $1.39K in Q4 2024. 333 funds tracked by Wall St. Rank hold TEX as of Q1 2025.

Cape Investment Advisory reported no remaining Terex position as of Q1 2025 after selling out during the quarter.
Cape Investment Advisory sold 30 Terex shares in Q1 2025, an estimated $1.39K.
Cape Investment Advisory first reported a position in Terex in Q4 2024 and held it in 1 quarter.
Cape Investment Advisory's Terex position peaked at $1.39K in Q4 2024.
333 funds tracked by Wall St. Rank held Terex as of Q1 2025.

Based on Cape Investment Advisory's 13F filing for Q1 2025, filed 16 May 2025.