HGWM
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Harvest Group Wealth Management’s Terex TEX Stock Holding History

Harvest Group Wealth 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
Q3 		– Sell
-90
Closed -$2K – 1128
2019
Q2 		$2K Hold
90
– – ﹤0.01% 604
2019
Q1 		$3K Buy
+90
New +$2.85K ﹤0.01% 541

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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Harvest Group Wealth Management's TEX Position: Q3 2019 in Review

Harvest Group Wealth Management sold out of Terex (TEX) in Q3 2019, closing a stake of 90 shares — an estimated $2K sold.

Harvest Group Wealth Management first reported a position in TEX in Q1 2019 and held it in 2 quarters. The position peaked at $3K in Q1 2019. 241 funds tracked by Wall St. Rank hold TEX as of Q3 2019.

  • Harvest Group Wealth Management reported no remaining Terex position as of Q3 2019 after selling out during the quarter.
  • Harvest Group Wealth Management sold 90 Terex shares in Q3 2019, an estimated $2K.
  • Harvest Group Wealth Management first reported a position in Terex in Q1 2019 and held it in 2 quarters.
  • Harvest Group Wealth Management's Terex position peaked at $3K in Q1 2019.
  • 241 funds tracked by Wall St. Rank held Terex as of Q3 2019.

Based on Harvest Group Wealth Management's 13F filing for Q3 2019, filed 1 Nov 2019.