$TEX icon$

INVST’s Terex TEX Stock Holding History

INVST’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 Q4	–	Sell	-3,895	Closed	-$206K	–	264
2024 Q3	$206K	Buy	+3,895	New	+$215K	0.02%	240

Other funds holding TEX

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

BlackRock New York $5.72T AUM 30.48% 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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

INVST's TEX Position: Q4 2024 in Review

INVST sold out of Terex (TEX) in Q4 2024, closing a stake of 3,895 shares — an estimated $206K sold.

INVST first reported a position in TEX in Q3 2024 and held it in 1 quarter. The position peaked at $206K in Q3 2024. 350 funds tracked by Wall St. Rank hold TEX as of Q4 2024.

INVST reported no remaining Terex position as of Q4 2024 after selling out during the quarter.
INVST sold 3,895 Terex shares in Q4 2024, an estimated $206K.
INVST first reported a position in Terex in Q3 2024 and held it in 1 quarter.
INVST's Terex position peaked at $206K in Q3 2024.
350 funds tracked by Wall St. Rank held Terex as of Q4 2024.

Based on INVST's 13F filing for Q4 2024, filed 19 Feb 2025.