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OneDigital Investment Advisors’s Terex TEX Stock Holding History

OneDigital Investment Advisors’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
2019
Q3 		– Sell
-243
Closed -$8K – 1090
2019
Q2 		$8K Sell
243
-24
-9% -$737 ﹤0.01% 988
2019
Q1 		$9K Sell
267
-21
-7% -$666 ﹤0.01% 903
2018
Q4 		$8K Sell
288
-27
-9% -$863 ﹤0.01% 892
2018
Q3 		$13K Sell
315
-25
-7% -$1.02K ﹤0.01% 781
2018
Q2 		$14K Hold
340
– – ﹤0.01% 951
2018
Q1 		$13K Hold
340
– – ﹤0.01% 969
2017
Q4 		$16K Sell
340
-24
-7% -$1.1K ﹤0.01% 874
2017
Q3 		$16K Hold
364
– – 0.01% 717
2017
Q2 		$14K Buy
+364
New +$12.3K ﹤0.01% 866

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 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

OneDigital Investment Advisors's TEX Position: Q3 2019 in Review

OneDigital Investment Advisors sold out of Terex (TEX) in Q3 2019, closing a stake of 243 shares — an estimated $8K sold.

OneDigital Investment Advisors first reported a position in TEX in Q2 2017 and held it in 9 quarters. The position peaked at $16K in Q4 2017. 241 funds tracked by Wall St. Rank hold TEX as of Q3 2019.

  • OneDigital Investment Advisors reported no remaining Terex position as of Q3 2019 after selling out during the quarter.
  • OneDigital Investment Advisors sold 243 Terex shares in Q3 2019, an estimated $8K.
  • OneDigital Investment Advisors first reported a position in Terex in Q2 2017 and held it in 9 quarters.
  • OneDigital Investment Advisors's Terex position peaked at $16K in Q4 2017.
  • 241 funds tracked by Wall St. Rank held Terex as of Q3 2019.

Based on OneDigital Investment Advisors's 13F filing for Q3 2019, filed 8 Nov 2019.