CQS
TEX icon

Credential Qtrade Securities’s Terex TEX Stock Holding History

Credential Qtrade Securities’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 		$1.09M Buy
16,950
+1,060
+7% +$62.2K 0.06% 128
2023
Q4 		$913K Sell
15,890
-390
-2% -$20.2K 0.05% 143
2023
Q3 		$938K Buy
16,280
+110
+0.7% +$6.56K 0.06% 132
2023
Q2 		$967K Sell
16,170
-730
-4% -$36.2K 0.06% 132
2023
Q1 		$818K Buy
16,900
+1,350
+9% +$69K 0.05% 141
2022
Q4 		$664K Buy
+15,550
New +$626K 0.05% 152

Other funds holding TEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Credential Qtrade Securities's TEX Position: Q1 2024 in Review

Credential Qtrade Securities increased its Terex (TEX) stake by 6.7% in Q1 2024, buying an estimated $62.2K and bringing the position to 16,950 shares worth $1.09M. The position accounts for 0.06% of the portfolio, ranked #128.

Credential Qtrade Securities first reported a position in TEX in Q4 2022 and has held it in 6 quarters since. 388 funds tracked by Wall St. Rank hold TEX as of Q1 2024.

  • Credential Qtrade Securities held 16,950 shares of Terex worth $1.09M as of Q1 2024.
  • Credential Qtrade Securities bought 1,060 Terex shares in Q1 2024, an estimated $62.2K.
  • Terex made up 0.06% of Credential Qtrade Securities's portfolio in Q1 2024, its #128 holding.
  • Credential Qtrade Securities first reported a position in Terex in Q4 2022 and has held it in 6 quarters since.
  • 388 funds tracked by Wall St. Rank held Terex as of Q1 2024.

Based on Credential Qtrade Securities's 13F filing for Q1 2024, filed 21 Jul 2025.