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Financial Gravity Asset Management’s Terex TEX Stock Holding History

Financial Gravity Asset Management’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 		– Hold
0
– – – 1906
2019
Q4 		– Sell
-1
Closed – – 1687
2019
Q3 		$0 Hold
1
– – ﹤0.01% 1542
2019
Q2 		$0 Sell
1
-6
-86% -$184 ﹤0.01% 1651
2019
Q1 		$0 Buy
+7
New +$222 ﹤0.01% 1539
2018
Q3 		$2K Buy
53
+28
+112% +$1.14K ﹤0.01% 1007
2018
Q2 		$1K Buy
+25
New +$992 ﹤0.01% 1281

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
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

Financial Gravity Asset Management's TEX Position: Q1 2024 in Review

Financial Gravity Asset Management held its Terex (TEX) position steady in Q1 2024 at 0 shares worth $17. The position accounts for ﹤0.01% of the portfolio, ranked #1906.

Financial Gravity Asset Management first reported a position in TEX in Q2 2018 and has held it in 5 quarters since. The position peaked at $2K in Q3 2018. 388 funds tracked by Wall St. Rank hold TEX as of Q1 2024.

  • Financial Gravity Asset Management held 0 shares of Terex worth $17 as of Q1 2024.
  • Financial Gravity Asset Management left its Terex share count unchanged in Q1 2024.
  • Terex made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2024, its #1906 holding.
  • Financial Gravity Asset Management first reported a position in Terex in Q2 2018 and has held it in 5 quarters since.
  • Financial Gravity Asset Management's Terex position peaked at $2K in Q3 2018.
  • 388 funds tracked by Wall St. Rank held Terex as of Q1 2024.

Based on Financial Gravity Asset Management's 13F filing for Q1 2024, filed 13 May 2024.