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Connectus Wealth’s Ternium TX Stock Holding History

Connectus Wealth’s Portfolio TX Stock Details TX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-56,609
Closed -$1.73M – 467
2022
Q4 		$1.73M Sell
56,609
-13,814
-20% -$413K 0.04% 217
2022
Q3 		$1.93M Buy
70,423
+1,602
+2% +$51.5K 0.04% 264
2022
Q2 		$2.49M Buy
68,821
+8,629
+14% +$367K 0.06% 191
2022
Q1 		$2.62M Sell
60,192
-5,360
-8% -$228K 0.08% 140
2021
Q4 		$2.86M Buy
+65,552
New +$2.75M 0.11% 106

Other funds holding TX

Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
CCM
Contrarian Capital Management Greenwich, Connecticut $357M AUM 18.27% 1-Year Est. Return
CAAM
Cape Ann Asset Management London, United Kingdom $440M AUM 96.23% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TC
Towle & Co Denver, Colorado $257M AUM 73.13% 1-Year Est. Return
OP
Oldfield Partners London, United Kingdom $415M AUM 35.18% 1-Year Est. Return

Connectus Wealth's TX Position: Q1 2023 in Review

Connectus Wealth sold out of Ternium (TX) in Q1 2023, closing a stake of 56,609 shares — an estimated $1.73M sold.

Connectus Wealth first reported a position in TX in Q4 2021 and held it in 5 quarters. The position peaked at $2.86M in Q4 2021. 147 funds tracked by Wall St. Rank hold TX as of Q1 2023.

  • Connectus Wealth reported no remaining Ternium position as of Q1 2023 after selling out during the quarter.
  • Connectus Wealth sold 56,609 Ternium shares in Q1 2023, an estimated $1.73M.
  • Connectus Wealth first reported a position in Ternium in Q4 2021 and held it in 5 quarters.
  • Connectus Wealth's Ternium position peaked at $2.86M in Q4 2021.
  • 147 funds tracked by Wall St. Rank held Ternium as of Q1 2023.

Based on Connectus Wealth's 13F filing for Q1 2023, filed 11 May 2023.