LFAS
TEX icon

Level Four Advisory Services’s Terex TEX Stock Holding History

Level Four Advisory Services’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
-8,798
Closed -$507K – 852
2023
Q3 		$507K Sell
8,798
-53
-0.6% -$3.16K 0.03% 436
2023
Q2 		$530K Buy
8,851
+579
+7% +$28.7K 0.03% 450
2023
Q1 		$400K Sell
8,272
-229
-3% -$11.7K 0.03% 498
2022
Q4 		$363K Buy
+8,501
New +$342K 0.03% 476
2022
Q2 		– Sell
-11,959
Closed -$426K – 654
2022
Q1 		$426K Buy
11,959
+1,108
+10% +$45.8K 0.03% 442
2021
Q4 		$477K Sell
10,851
-3,910
-26% -$176K 0.04% 405
2021
Q3 		$621K Buy
14,761
+1,913
+15% +$90.5K 0.06% 256
2021
Q2 		$612K Buy
12,848
+3,594
+39% +$175K 0.04% 354
2021
Q1 		$426K Buy
9,254
+2,960
+47% +$121K 0.03% 416
2020
Q4 		$220K Buy
+6,294
New +$186K 0.02% 537

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return