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Fiduciary Alliance’s Terex TEX Stock Holding History

Fiduciary Alliance’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
2023
Q3 		– Sell
-128
Closed -$7.66K – 863
2023
Q2 		$7.66K Buy
+128
New +$6.35K ﹤0.01% 619
2023
Q1 		– Sell
-145
Closed -$6.19K – 792
2022
Q4 		$6.19K Buy
+145
New +$5.84K ﹤0.01% 486

Other funds holding TEX

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Fiduciary Alliance's TEX Position: Q3 2023 in Review

Fiduciary Alliance sold out of Terex (TEX) in Q3 2023, closing a stake of 128 shares — an estimated $7.66K sold.

Fiduciary Alliance first reported a position in TEX in Q4 2022 and held it in 2 quarters. The position peaked at $7.66K in Q2 2023. 392 funds tracked by Wall St. Rank hold TEX as of Q3 2023.

  • Fiduciary Alliance reported no remaining Terex position as of Q3 2023 after selling out during the quarter.
  • Fiduciary Alliance sold 128 Terex shares in Q3 2023, an estimated $7.66K.
  • Fiduciary Alliance first reported a position in Terex in Q4 2022 and held it in 2 quarters.
  • Fiduciary Alliance's Terex position peaked at $7.66K in Q2 2023.
  • 392 funds tracked by Wall St. Rank held Terex as of Q3 2023.

Based on Fiduciary Alliance's 13F filing for Q3 2023, filed 18 Oct 2023.