C
TEX icon

Certuity’s Terex TEX Stock Holding History

Certuity’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
2022
Q2 		– Sell
-6,642
Closed -$237K – 291
2022
Q1 		$237K Buy
6,642
+1,308
+25% +$54.1K 0.05% 258
2021
Q4 		$234K Buy
5,334
+258
+5% +$11.6K 0.05% 257
2021
Q3 		$214K Buy
5,076
+123
+2% +$5.82K 0.04% 352
2021
Q2 		$236K Sell
4,953
-2,668
-35% -$130K 0.05% 282
2021
Q1 		$351K Buy
7,621
+77
+1% +$3.16K 0.09% 171
2020
Q4 		$263K Buy
+7,544
New +$223K 0.08% 173

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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Certuity's TEX Position: Q2 2022 in Review

Certuity sold out of Terex (TEX) in Q2 2022, closing a stake of 6,642 shares — an estimated $237K sold.

Certuity first reported a position in TEX in Q4 2020 and held it in 6 quarters. The position peaked at $351K in Q1 2021. 261 funds tracked by Wall St. Rank hold TEX as of Q2 2022.

  • Certuity reported no remaining Terex position as of Q2 2022 after selling out during the quarter.
  • Certuity sold 6,642 Terex shares in Q2 2022, an estimated $237K.
  • Certuity first reported a position in Terex in Q4 2020 and held it in 6 quarters.
  • Certuity's Terex position peaked at $351K in Q1 2021.
  • 261 funds tracked by Wall St. Rank held Terex as of Q2 2022.

Based on Certuity's 13F filing for Q2 2022, filed 3 Aug 2022.