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JOYN Advisors’s Terex TEX Stock Holding History

JOYN 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
2019
Q1 		– Sell
-658
Closed -$18K – 1260
2018
Q4 		$18K Buy
658
+544
+477% +$17.4K ﹤0.01% 717
2018
Q3 		$5K Hold
114
– – ﹤0.01% 1210
2018
Q2 		$5K Buy
114
+78
+217% +$3.1K ﹤0.01% 1152
2018
Q1 		$1K Buy
+36
New +$1.56K ﹤0.01% 1225

Other funds holding TEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
MCM
Marcato Capital Management San Francisco, California $1.2M AUM 91.17% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

JOYN Advisors's TEX Position: Q1 2019 in Review

JOYN Advisors sold out of Terex (TEX) in Q1 2019, closing a stake of 658 shares — an estimated $18K sold.

JOYN Advisors first reported a position in TEX in Q1 2018 and held it in 4 quarters. The position peaked at $18K in Q4 2018. 277 funds tracked by Wall St. Rank hold TEX as of Q1 2019.

  • JOYN Advisors reported no remaining Terex position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 658 Terex shares in Q1 2019, an estimated $18K.
  • JOYN Advisors first reported a position in Terex in Q1 2018 and held it in 4 quarters.
  • JOYN Advisors's Terex position peaked at $18K in Q4 2018.
  • 277 funds tracked by Wall St. Rank held Terex as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.