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Capital Performance Advisors’s Terex TEX Stock Holding History

Capital Performance Advisors’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
Q4 		– Sell
-88
Closed -$4.66K – 2424
2024
Q3 		$4.66K Buy
+88
New +$4.86K ﹤0.01% 1139

Other funds holding TEX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Performance Advisors's TEX Position: Q4 2024 in Review

Capital Performance Advisors sold out of Terex (TEX) in Q4 2024, closing a stake of 88 shares — an estimated $4.66K sold.

Capital Performance Advisors first reported a position in TEX in Q3 2024 and held it in 1 quarter. The position peaked at $4.66K in Q3 2024. 350 funds tracked by Wall St. Rank hold TEX as of Q4 2024.

  • Capital Performance Advisors reported no remaining Terex position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 88 Terex shares in Q4 2024, an estimated $4.66K.
  • Capital Performance Advisors first reported a position in Terex in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Terex position peaked at $4.66K in Q3 2024.
  • 350 funds tracked by Wall St. Rank held Terex as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.