$TEX icon$

Concord Wealth Partners’s Terex TEX Stock Holding History

Concord Wealth Partners’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 Q3	–	Sell	-72	Closed	-$2K	–	1041
2022 Q2	$2K	Hold	72	–	–	﹤0.01%	1072
2022 Q1	$3K	Buy	+72	New	+$2.98K	﹤0.01%	1040

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

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Concord Wealth Partners's TEX Position: Q3 2022 in Review

Concord Wealth Partners sold out of Terex (TEX) in Q3 2022, closing a stake of 72 shares — an estimated $2K sold.

Concord Wealth Partners first reported a position in TEX in Q1 2022 and held it in 2 quarters. The position peaked at $3K in Q1 2022. 274 funds tracked by Wall St. Rank hold TEX as of Q3 2022.

Concord Wealth Partners reported no remaining Terex position as of Q3 2022 after selling out during the quarter.
Concord Wealth Partners sold 72 Terex shares in Q3 2022, an estimated $2K.
Concord Wealth Partners first reported a position in Terex in Q1 2022 and held it in 2 quarters.
Concord Wealth Partners's Terex position peaked at $3K in Q1 2022.
274 funds tracked by Wall St. Rank held Terex as of Q3 2022.

Based on Concord Wealth Partners's 13F filing for Q3 2022, filed 10 Nov 2022.