$TEX icon$

GeoWealth Management’s Terex TEX Stock Holding History

GeoWealth 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 Q3	–	Sell	-928	Closed	-$50.9K	–	1725
2024 Q2	$50.9K	Buy	928 +298	+47%	+$17.7K	﹤0.01%	815
2024 Q1	$40.6K	Buy	+630	New	+$36.9K	﹤0.01%	814

Other funds holding TEX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

GeoWealth Management's TEX Position: Q3 2024 in Review

GeoWealth Management sold out of Terex (TEX) in Q3 2024, closing a stake of 928 shares — an estimated $50.9K sold.

GeoWealth Management first reported a position in TEX in Q1 2024 and held it in 2 quarters. The position peaked at $50.9K in Q2 2024. 382 funds tracked by Wall St. Rank hold TEX as of Q3 2024.

GeoWealth Management reported no remaining Terex position as of Q3 2024 after selling out during the quarter.
GeoWealth Management sold 928 Terex shares in Q3 2024, an estimated $50.9K.
GeoWealth Management first reported a position in Terex in Q1 2024 and held it in 2 quarters.
GeoWealth Management's Terex position peaked at $50.9K in Q2 2024.
382 funds tracked by Wall St. Rank held Terex as of Q3 2024.

Based on GeoWealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.