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Continuum Advisory’s Terex TEX Stock Holding History

Continuum Advisory’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
Q4 		– Sell
-37
Closed -$1.95K – 1957
2024
Q3 		$1.95K Sell
37
-17
-31% -$939 ﹤0.01% 1434
2024
Q2 		$2.96K Hold
54
– – ﹤0.01% 1200
2024
Q1 		$3.29K Buy
+54
New +$3.17K ﹤0.01% 1160

Other funds holding TEX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Continuum Advisory's TEX Position: Q4 2024 in Review

Continuum Advisory sold out of Terex (TEX) in Q4 2024, closing a stake of 37 shares — an estimated $1.95K sold.

Continuum Advisory first reported a position in TEX in Q1 2024 and held it in 3 quarters. The position peaked at $3.29K in Q1 2024. 350 funds tracked by Wall St. Rank hold TEX as of Q4 2024.

  • Continuum Advisory reported no remaining Terex position as of Q4 2024 after selling out during the quarter.
  • Continuum Advisory sold 37 Terex shares in Q4 2024, an estimated $1.95K.
  • Continuum Advisory first reported a position in Terex in Q1 2024 and held it in 3 quarters.
  • Continuum Advisory's Terex position peaked at $3.29K in Q1 2024.
  • 350 funds tracked by Wall St. Rank held Terex as of Q4 2024.

Based on Continuum Advisory's 13F filing for Q4 2024, filed 18 Feb 2025.