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Northstar Wealth Partners’s Terex TEX Stock Holding History

Northstar Wealth Partners’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
Q3 		– Sell
-10,585
Closed -$198K – 182
2020
Q2 		$198K Hold
10,585
– – 0.08% 176
2020
Q1 		$152K Buy
10,585
+500
+5% +$11.3K 0.08% 156
2019
Q4 		$300K Sell
10,085
-500
-5% -$14.1K 0.12% 146
2019
Q3 		$275K Hold
10,585
– – 0.12% 150
2019
Q2 		$332K Hold
10,585
– – 0.15% 137
2019
Q1 		$340K Hold
10,585
– – 0.16% 132
2018
Q4 		$292K Hold
10,585
– – 0.15% 137
2018
Q3 		$422K Hold
10,585
– – 0.2% 116
2018
Q2 		$446K Hold
10,585
– – 0.22% 119
2018
Q1 		$395K Buy
+10,585
New +$459K 0.2% 124

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
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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Northstar Wealth Partners's TEX Position: Q3 2020 in Review

Northstar Wealth Partners sold out of Terex (TEX) in Q3 2020, closing a stake of 10,585 shares — an estimated $198K sold.

Northstar Wealth Partners first reported a position in TEX in Q1 2018 and held it in 10 quarters. The position peaked at $446K in Q2 2018. 209 funds tracked by Wall St. Rank hold TEX as of Q3 2020.

  • Northstar Wealth Partners reported no remaining Terex position as of Q3 2020 after selling out during the quarter.
  • Northstar Wealth Partners sold 10,585 Terex shares in Q3 2020, an estimated $198K.
  • Northstar Wealth Partners first reported a position in Terex in Q1 2018 and held it in 10 quarters.
  • Northstar Wealth Partners's Terex position peaked at $446K in Q2 2018.
  • 209 funds tracked by Wall St. Rank held Terex as of Q3 2020.

Based on Northstar Wealth Partners's 13F filing for Q3 2020, filed 13 Nov 2020.