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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
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Financial Gravity Asset Management's TEX Position: Q4 2019 in Review

Financial Gravity Asset Management sold out of Terex (TEX) in Q4 2019, closing a stake of 1 share.

Financial Gravity Asset Management first reported a position in TEX in Q2 2018 and held it in 5 quarters. The position peaked at $2K in Q3 2018. 243 funds tracked by Wall St. Rank hold TEX as of Q4 2019.

  • Financial Gravity Asset Management reported no remaining Terex position as of Q4 2019 after selling out during the quarter.
  • Financial Gravity Asset Management sold 1 Terex share in Q4 2019.
  • Financial Gravity Asset Management first reported a position in Terex in Q2 2018 and held it in 5 quarters.
  • Financial Gravity Asset Management's Terex position peaked at $2K in Q3 2018.
  • 243 funds tracked by Wall St. Rank held Terex as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.