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Carolinas Wealth Consulting’s Terex TEX Stock Holding History

Carolinas Wealth Consulting’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
Q1 		– Sell
-8
Closed -$442 – 1148
2023
Q4 		$442 Hold
8
– – ﹤0.01% 940
2023
Q3 		$352 Sell
8
-4
-33% -$238 ﹤0.01% 970
2023
Q2 		$710 Hold
12
– – ﹤0.01% 949
2023
Q1 		$581 Buy
12
+2
+20% +$102 ﹤0.01% 978
2022
Q4 		$427 Buy
+10
New +$403 ﹤0.01% 1019

Other funds holding TEX

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Carolinas Wealth Consulting's TEX Position: Q1 2024 in Review

Carolinas Wealth Consulting sold out of Terex (TEX) in Q1 2024, closing a stake of 8 shares — an estimated $442 sold.

Carolinas Wealth Consulting first reported a position in TEX in Q4 2022 and held it in 5 quarters. The position peaked at $710 in Q2 2023. 388 funds tracked by Wall St. Rank hold TEX as of Q1 2024.

  • Carolinas Wealth Consulting reported no remaining Terex position as of Q1 2024 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 8 Terex shares in Q1 2024, an estimated $442.
  • Carolinas Wealth Consulting first reported a position in Terex in Q4 2022 and held it in 5 quarters.
  • Carolinas Wealth Consulting's Terex position peaked at $710 in Q2 2023.
  • 388 funds tracked by Wall St. Rank held Terex as of Q1 2024.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2024, filed 15 May 2024.