Envestnet Portfolio Solutions
TEX icon

Envestnet Portfolio Solutions’s Terex TEX Stock Holding History

Envestnet Portfolio Solutions’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
Q2 		– Sell
-3,996
Closed -$257K – 1691
2024
Q1 		$257K Sell
3,996
-984
-20% -$57.7K ﹤0.01% 1435
2023
Q4 		$286K Sell
4,980
-264
-5% -$13.6K ﹤0.01% 1322
2023
Q3 		$302K Buy
+5,244
New +$313K ﹤0.01% 1226

Other funds holding TEX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Envestnet Portfolio Solutions's TEX Position: Q2 2024 in Review

Envestnet Portfolio Solutions sold out of Terex (TEX) in Q2 2024, closing a stake of 3,996 shares — an estimated $257K sold.

Envestnet Portfolio Solutions first reported a position in TEX in Q3 2023 and held it in 3 quarters. The position peaked at $302K in Q3 2023. 371 funds tracked by Wall St. Rank hold TEX as of Q2 2024.

  • Envestnet Portfolio Solutions reported no remaining Terex position as of Q2 2024 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 3,996 Terex shares in Q2 2024, an estimated $257K.
  • Envestnet Portfolio Solutions first reported a position in Terex in Q3 2023 and held it in 3 quarters.
  • Envestnet Portfolio Solutions's Terex position peaked at $302K in Q3 2023.
  • 371 funds tracked by Wall St. Rank held Terex as of Q2 2024.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2024, filed 16 Jul 2024.