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Capital Wealth Planning’s Ternium TX Stock Holding History

Capital Wealth Planning’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
2024
Q1 		– Sell
-29,807
Closed -$1.27M – 165
2023
Q4 		$1.27M Buy
29,807
+12,558
+73% +$486K 0.01% 76
2023
Q3 		$688K Buy
17,249
+6,933
+67% +$286K 0.01% 81
2023
Q2 		$409K Buy
+10,316
New +$416K 0.01% 106

Other funds holding TX

Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CCM
Contrarian Capital Management Greenwich, Connecticut $357M AUM 18.27% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
CAAM
Cape Ann Asset Management London, United Kingdom $440M AUM 96.23% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
NONA
Ninety One North America New York $2.13B AUM 9.16% 1-Year Est. Return

Capital Wealth Planning's TX Position: Q1 2024 in Review

Capital Wealth Planning sold out of Ternium (TX) in Q1 2024, closing a stake of 29,807 shares — an estimated $1.27M sold.

Capital Wealth Planning first reported a position in TX in Q2 2023 and held it in 3 quarters. The position peaked at $1.27M in Q4 2023. 163 funds tracked by Wall St. Rank hold TX as of Q1 2024.

  • Capital Wealth Planning reported no remaining Ternium position as of Q1 2024 after selling out during the quarter.
  • Capital Wealth Planning sold 29,807 Ternium shares in Q1 2024, an estimated $1.27M.
  • Capital Wealth Planning first reported a position in Ternium in Q2 2023 and held it in 3 quarters.
  • Capital Wealth Planning's Ternium position peaked at $1.27M in Q4 2023.
  • 163 funds tracked by Wall St. Rank held Ternium as of Q1 2024.

Based on Capital Wealth Planning's 13F filing for Q1 2024, filed 7 May 2024.