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Liberty Wealth Management’s Terex TEX Stock Holding History

Liberty Wealth Management’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
Q1 		– Sell
-195
Closed -$6K – 988
2019
Q4 		$6K Hold
195
– – ﹤0.01% 648
2019
Q3 		$5K Buy
+195
New +$5.36K ﹤0.01% 647

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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

Liberty Wealth Management's TEX Position: Q1 2020 in Review

Liberty Wealth Management sold out of Terex (TEX) in Q1 2020, closing a stake of 195 shares — an estimated $6K sold.

Liberty Wealth Management first reported a position in TEX in Q3 2019 and held it in 2 quarters. The position peaked at $6K in Q4 2019. 229 funds tracked by Wall St. Rank hold TEX as of Q1 2020.

  • Liberty Wealth Management reported no remaining Terex position as of Q1 2020 after selling out during the quarter.
  • Liberty Wealth Management sold 195 Terex shares in Q1 2020, an estimated $6K.
  • Liberty Wealth Management first reported a position in Terex in Q3 2019 and held it in 2 quarters.
  • Liberty Wealth Management's Terex position peaked at $6K in Q4 2019.
  • 229 funds tracked by Wall St. Rank held Terex as of Q1 2020.

Based on Liberty Wealth Management's 13F filing for Q1 2020, filed 27 Apr 2020.