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Mark Sheptoff Financial Planning’s Ternium TX Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio TX Stock Details TX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-700
Closed -$27K – 432
2021
Q1 		$27K Buy
+700
New +$22.5K 0.02% 210

Other funds holding TX

Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CS
Candriam SCA Strassen, Luxembourg, Luxembourg $19.3B AUM 39.18% 1-Year Est. Return
CAAM
Cape Ann Asset Management London, United Kingdom $440M AUM 96.23% 1-Year Est. Return
OP
Oldfield Partners London, United Kingdom $415M AUM 35.18% 1-Year Est. Return
MWNA
Marshall Wace North America New York $23.5B AUM 46.46% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return

Mark Sheptoff Financial Planning's TX Position: Q2 2021 in Review

Mark Sheptoff Financial Planning sold out of Ternium (TX) in Q2 2021, closing a stake of 700 shares — an estimated $27K sold.

Mark Sheptoff Financial Planning first reported a position in TX in Q1 2021 and held it in 1 quarter. The position peaked at $27K in Q1 2021. 162 funds tracked by Wall St. Rank hold TX as of Q2 2021.

  • Mark Sheptoff Financial Planning reported no remaining Ternium position as of Q2 2021 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 700 Ternium shares in Q2 2021, an estimated $27K.
  • Mark Sheptoff Financial Planning first reported a position in Ternium in Q1 2021 and held it in 1 quarter.
  • Mark Sheptoff Financial Planning's Ternium position peaked at $27K in Q1 2021.
  • 162 funds tracked by Wall St. Rank held Ternium as of Q2 2021.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2021, filed 12 Aug 2021.