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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 $5.72T AUM 30.48% 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 $30.8B AUM 11.29% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return