JWA
TEX icon

JFS Wealth Advisors’s Terex TEX Stock Holding History

JFS Wealth 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
2026
Q2 		$4.49K Buy
62
+6
+11% +$375 ﹤0.01% 1318
2026
Q1 		$3.31K Hold
56
– – ﹤0.01% 1341
2025
Q4 		$2.99K Buy
56
+41
+273% +$2.07K ﹤0.01% 1425
2025
Q3 		$770 Buy
15
+7
+88% +$356 ﹤0.01% 1679
2025
Q2 		$374 Sell
8
-40
-83% -$1.67K ﹤0.01% 1739
2025
Q1 		$1.81K Sell
48
-3
-6% -$131 ﹤0.01% 1498
2024
Q4 		$2.36K Hold
51
– – ﹤0.01% 1410
2024
Q3 		$2.7K Buy
51
+2
+4% +$111 ﹤0.01% 1366
2024
Q2 		$2.69K Hold
49
– – ﹤0.01% 1322
2024
Q1 		$3.16K Hold
49
– – ﹤0.01% 1277
2023
Q4 		$2.82K Hold
49
– – ﹤0.01% 1284
2023
Q3 		$2.82K Hold
49
– – ﹤0.01% 1229
2023
Q2 		$2.93K Sell
49
-2
-4% -$99 ﹤0.01% 1240
2023
Q1 		$2.47K Buy
51
+2
+4% +$102 ﹤0.01% 1279
2022
Q4 		$2.09K Buy
49
+2
+4% +$81 ﹤0.01% 1350
2022
Q3 		$1K Buy
47
+10
+27% +$327 ﹤0.01% 1657
2022
Q2 		$1K Buy
37
+19
+106% +$633 ﹤0.01% 1645
2022
Q1 		$1K Buy
18
+6
+50% +$248 ﹤0.01% 1737
2021
Q4 		$1K Buy
+12
New +$539 ﹤0.01% 1574
2016
Q2 		– Sell
-27
Closed -$1K – 610
2016
Q1 		$1K Buy
+27
New +$565 ﹤0.01% 600

Other funds holding TEX

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
HH
HWG Holdings Houston, Texas $440M AUM 52.68% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
NA
Nautilus Advisors La Jolla, California $170M AUM 26.4% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return