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Centaurus Financial’s Terex TEX Stock Holding History

Centaurus Financial’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
2023
Q2 		– Sell
-2,509
Closed -$121K – 906
2023
Q1 		$121K Buy
+2,509
New +$128K 0.01% 795
2018
Q3 		– Sell
-376
Closed -$16K – 1890
2018
Q2 		$16K Buy
+376
New +$14.9K ﹤0.01% 1377

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Centaurus Financial's TEX Position: Q2 2023 in Review

Centaurus Financial sold out of Terex (TEX) in Q2 2023, closing a stake of 2,509 shares — an estimated $121K sold.

Centaurus Financial first reported a position in TEX in Q2 2018 and held it in 2 quarters. The position peaked at $121K in Q1 2023. 382 funds tracked by Wall St. Rank hold TEX as of Q2 2023.

  • Centaurus Financial reported no remaining Terex position as of Q2 2023 after selling out during the quarter.
  • Centaurus Financial sold 2,509 Terex shares in Q2 2023, an estimated $121K.
  • Centaurus Financial first reported a position in Terex in Q2 2018 and held it in 2 quarters.
  • Centaurus Financial's Terex position peaked at $121K in Q1 2023.
  • 382 funds tracked by Wall St. Rank held Terex as of Q2 2023.

Based on Centaurus Financial's 13F filing for Q2 2023, filed 15 Aug 2023.