$TEX icon$

Loveless Wealth Management’s Terex TEX Stock Holding History

Loveless 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
2022 Q2	$280K	Hold	10,235	–	–	0.18%	108
2022 Q1	$365K	Hold	10,235	–	–	0.21%	107
2021 Q4	$450K	Hold	10,235	–	–	0.25%	105
2021 Q3	$431K	Hold	10,235	–	–	0.26%	104
2021 Q2	$487K	Sell	10,235 -420	-4%	-$20.4K	0.3%	95
2021 Q1	$491K	Hold	10,655	–	–	0.32%	91
2020 Q4	$372K	Sell	10,655 -300	-3%	-$8.86K	0.27%	92
2020 Q3	$212K	Hold	10,955	–	–	0.18%	108
2020 Q2	$206K	Sell	10,955 -400	-4%	-$6.37K	0.19%	110
2020 Q1	$163K	Sell	11,355 -600	-5%	-$13.6K	0.19%	93
2019 Q4	$351K	Buy	+11,955	New	+$336K	0.3%	85

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

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Loveless Wealth Management's TEX Position: Q2 2022 in Review

Loveless Wealth Management held its Terex (TEX) position steady in Q2 2022 at 10,235 shares worth $280K. The position accounts for 0.18% of the portfolio, ranked #108.

Loveless Wealth Management first reported a position in TEX in Q4 2019 and has held it in 11 quarters since. The position peaked at $491K in Q1 2021. 261 funds tracked by Wall St. Rank hold TEX as of Q2 2022.

Loveless Wealth Management held 10,235 shares of Terex worth $280K as of Q2 2022.
Loveless Wealth Management left its Terex share count unchanged in Q2 2022.
Terex made up 0.18% of Loveless Wealth Management's portfolio in Q2 2022, its #108 holding.
Loveless Wealth Management first reported a position in Terex in Q4 2019 and has held it in 11 quarters since.
Loveless Wealth Management's Terex position peaked at $491K in Q1 2021.
261 funds tracked by Wall St. Rank held Terex as of Q2 2022.

Based on Loveless Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.