FCA
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FinTrust Capital Advisors’s Terex TEX Stock Holding History

FinTrust Capital Advisors’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
Q3 		$36.8K Hold
695
– – 0.01% 666
2024
Q2 		$38.1K Hold
695
– – 0.01% 616
2024
Q1 		$44.8K Buy
695
+465
+202% +$27.3K 0.01% 556
2023
Q4 		$13.2K Sell
230
-309
-57% -$16K ﹤0.01% 783
2023
Q3 		$31.1K Buy
+539
New +$32.1K 0.01% 560

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
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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

FinTrust Capital Advisors's TEX Position: Q3 2024 in Review

FinTrust Capital Advisors held its Terex (TEX) position steady in Q3 2024 at 695 shares worth $36.8K. The position accounts for 0.01% of the portfolio, ranked #666.

FinTrust Capital Advisors first reported a position in TEX in Q3 2023 and has held it in 5 quarters since. The position peaked at $44.8K in Q1 2024. 382 funds tracked by Wall St. Rank hold TEX as of Q3 2024.

  • FinTrust Capital Advisors held 695 shares of Terex worth $36.8K as of Q3 2024.
  • FinTrust Capital Advisors left its Terex share count unchanged in Q3 2024.
  • Terex made up 0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #666 holding.
  • FinTrust Capital Advisors first reported a position in Terex in Q3 2023 and has held it in 5 quarters since.
  • FinTrust Capital Advisors's Terex position peaked at $44.8K in Q1 2024.
  • 382 funds tracked by Wall St. Rank held Terex as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.