$TEX icon$

Clear Perspective Advisors’s Terex TEX Stock Holding History

Clear Perspective 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
2019 Q4	–	Sell	-13,088	Closed	-$411K	–	145
2019 Q3	$411K	Hold	13,088	–	–	0.19%	95
2019 Q2	$411K	Buy	13,088 +4,553	+53%	+$140K	0.26%	90
2019 Q1	$287K	Hold	8,535	–	–	0.2%	106
2018 Q4	$235K	Hold	8,535	–	–	0.2%	121
2018 Q3	$341K	Hold	8,535	–	–	0.25%	105
2018 Q2	$360K	Buy	8,535 +3,266	+62%	+$130K	0.25%	104
2018 Q1	$197K	Hold	5,269	–	–	0.15%	135
2017 Q4	$254K	Hold	5,269	–	–	0.19%	120
2017 Q3	$237K	Hold	5,269	–	–	0.19%	121
2017 Q2	$198K	Buy	+5,269	New	+$178K	0.17%	123

Other funds holding TEX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Clear Perspective Advisors's TEX Position: Q4 2019 in Review

Clear Perspective Advisors sold out of Terex (TEX) in Q4 2019, closing a stake of 13,088 shares — an estimated $411K sold.

Clear Perspective Advisors first reported a position in TEX in Q2 2017 and held it in 10 quarters. The position peaked at $411K in Q3 2019. 243 funds tracked by Wall St. Rank hold TEX as of Q4 2019.

Clear Perspective Advisors reported no remaining Terex position as of Q4 2019 after selling out during the quarter.
Clear Perspective Advisors sold 13,088 Terex shares in Q4 2019, an estimated $411K.
Clear Perspective Advisors first reported a position in Terex in Q2 2017 and held it in 10 quarters.
Clear Perspective Advisors's Terex position peaked at $411K in Q3 2019.
243 funds tracked by Wall St. Rank held Terex as of Q4 2019.

Based on Clear Perspective Advisors's 13F filing for Q4 2019, filed 10 Feb 2020.