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Money Concepts Capital’s Terex TEX Stock Holding History

Money Concepts Capital’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
Q1 		– Sell
-1,102
Closed -$47.1K – 2644
2022
Q4 		$47.1K Buy
+1,102
New +$44.4K ﹤0.01% 1274
2022
Q2 		– Sell
-1,090
Closed -$39K – 2513
2022
Q1 		$39K Buy
+1,090
New +$45.1K ﹤0.01% 1332

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Money Concepts Capital's TEX Position: Q1 2023 in Review

Money Concepts Capital sold out of Terex (TEX) in Q1 2023, closing a stake of 1,102 shares — an estimated $47.1K sold.

Money Concepts Capital first reported a position in TEX in Q1 2022 and held it in 2 quarters. The position peaked at $47.1K in Q4 2022. 358 funds tracked by Wall St. Rank hold TEX as of Q1 2023.

  • Money Concepts Capital reported no remaining Terex position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 1,102 Terex shares in Q1 2023, an estimated $47.1K.
  • Money Concepts Capital first reported a position in Terex in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's Terex position peaked at $47.1K in Q4 2022.
  • 358 funds tracked by Wall St. Rank held Terex as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.