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NBC Securities’s Terex TEX Stock Holding History

NBC Securities’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
-110
Closed -$6K – 2224
2023
Q3 		$6K Buy
+110
New +$6.56K ﹤0.01% 1840

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

NBC Securities's TEX Position: Q4 2023 in Review

NBC Securities sold out of Terex (TEX) in Q4 2023, closing a stake of 110 shares — an estimated $6K sold.

NBC Securities first reported a position in TEX in Q3 2023 and held it in 1 quarter. The position peaked at $6K in Q3 2023. 402 funds tracked by Wall St. Rank hold TEX as of Q4 2023.

  • NBC Securities reported no remaining Terex position as of Q4 2023 after selling out during the quarter.
  • NBC Securities sold 110 Terex shares in Q4 2023, an estimated $6K.
  • NBC Securities first reported a position in Terex in Q3 2023 and held it in 1 quarter.
  • NBC Securities's Terex position peaked at $6K in Q3 2023.
  • 402 funds tracked by Wall St. Rank held Terex as of Q4 2023.

Based on NBC Securities's 13F filing for Q4 2023, filed 7 Feb 2024.