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Lenox Wealth Advisors’s Terex TEX Stock Holding History

Lenox 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
2020
Q4 		– Sell
-6,631
Closed -$128K – 674
2020
Q3 		$128K Hold
6,631
– – 0.02% 102
2020
Q2 		$124K Buy
+6,631
New +$106K 0.02% 93
2019
Q1 		– Sell
-18,581
Closed -$512K – 626
2018
Q4 		$512K Hold
18,581
– – 0.11% 32
2018
Q3 		$742K Buy
+18,581
New +$756K 0.15% 27
2014
Q1 		– Sell
-63
Closed -$3K – 320
2013
Q4 		$3K Buy
+63
New +$2.28K ﹤0.01% 278

Other funds holding TEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $34.1B AUM 23.81% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Lenox Wealth Advisors's TEX Position: Q4 2020 in Review

Lenox Wealth Advisors sold out of Terex (TEX) in Q4 2020, closing a stake of 6,631 shares — an estimated $128K sold.

Lenox Wealth Advisors first reported a position in TEX in Q4 2013 and held it in 5 quarters. The position peaked at $742K in Q3 2018. 242 funds tracked by Wall St. Rank hold TEX as of Q4 2020.

  • Lenox Wealth Advisors reported no remaining Terex position as of Q4 2020 after selling out during the quarter.
  • Lenox Wealth Advisors sold 6,631 Terex shares in Q4 2020, an estimated $128K.
  • Lenox Wealth Advisors first reported a position in Terex in Q4 2013 and held it in 5 quarters.
  • Lenox Wealth Advisors's Terex position peaked at $742K in Q3 2018.
  • 242 funds tracked by Wall St. Rank held Terex as of Q4 2020.

Based on Lenox Wealth Advisors's 13F filing for Q4 2020, filed 19 Jan 2021.