$TEX icon$

Connectus Wealth’s Terex TEX Stock Holding History

Connectus Wealth’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	-32,544	Closed	-$1.87M	–	500
2023 Q4	$1.87M	Buy	+32,544	New	+$1.68M	0.04%	274

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Connectus Wealth's TEX Position: Q1 2024 in Review

Connectus Wealth sold out of Terex (TEX) in Q1 2024, closing a stake of 32,544 shares — an estimated $1.87M sold.

Connectus Wealth first reported a position in TEX in Q4 2023 and held it in 1 quarter. The position peaked at $1.87M in Q4 2023. 388 funds tracked by Wall St. Rank hold TEX as of Q1 2024.

Connectus Wealth reported no remaining Terex position as of Q1 2024 after selling out during the quarter.
Connectus Wealth sold 32,544 Terex shares in Q1 2024, an estimated $1.87M.
Connectus Wealth first reported a position in Terex in Q4 2023 and held it in 1 quarter.
Connectus Wealth's Terex position peaked at $1.87M in Q4 2023.
388 funds tracked by Wall St. Rank held Terex as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.