$TEX icon$

Kapitalo Investimentos’s Terex TEX Stock Holding History

Kapitalo Investimentos’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
2023 Q4	–	Sell	-1,946	Closed	-$112K	–	702
2023 Q3	$112K	Buy	+1,946	New	+$116K	0.02%	387

Other funds holding TEX

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

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

Kapitalo Investimentos's TEX Position: Q4 2023 in Review

Kapitalo Investimentos sold out of Terex (TEX) in Q4 2023, closing a stake of 1,946 shares — an estimated $112K sold.

Kapitalo Investimentos first reported a position in TEX in Q3 2023 and held it in 1 quarter. The position peaked at $112K in Q3 2023. 402 funds tracked by Wall St. Rank hold TEX as of Q4 2023.

Kapitalo Investimentos reported no remaining Terex position as of Q4 2023 after selling out during the quarter.
Kapitalo Investimentos sold 1,946 Terex shares in Q4 2023, an estimated $112K.
Kapitalo Investimentos first reported a position in Terex in Q3 2023 and held it in 1 quarter.
Kapitalo Investimentos's Terex position peaked at $112K in Q3 2023.
402 funds tracked by Wall St. Rank held Terex as of Q4 2023.

Based on Kapitalo Investimentos's 13F filing for Q4 2023, filed 29 Mar 2024.