Optimum Investment Advisors’s Ternium TX Stock Holding History

Optimum Investment Advisors’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
2023 Q4	–	Sell	-1,000	Closed	-$39.9K	–	722
2023 Q3	$39.9K	Hold	1,000	–	–	0.02%	389
2023 Q2	$39.6K	Hold	1,000	–	–	0.02%	400
2023 Q1	$41.3K	Hold	1,000	–	–	0.02%	395
2022 Q4	$30.6K	Hold	1,000	–	–	0.02%	439
2022 Q3	$27K	Hold	1,000	–	–	0.01%	461
2022 Q2	$36K	Hold	1,000	–	–	0.02%	446
2022 Q1	$46K	Buy	1,000 +250	+33%	+$10.6K	0.02%	447
2021 Q4	$33K	Hold	750	–	–	0.01%	533
2021 Q3	$32K	Hold	750	–	–	0.01%	531
2021 Q2	$29K	Buy	+750	New	+$28.6K	0.01%	605
2020 Q4	–	Sell	-500	Closed	-$9K	–	955
2020 Q3	$9K	Hold	500	–	–	﹤0.01%	715
2020 Q2	$8K	Hold	500	–	–	﹤0.01%	717
2020 Q1	$6K	Hold	500	–	–	﹤0.01%	742
2019 Q4	$11K	Hold	500	–	–	﹤0.01%	767
2019 Q3	$10K	Hold	500	–	–	﹤0.01%	805
2019 Q2	$11K	Hold	500	–	–	﹤0.01%	781
2019 Q1	$14K	Hold	500	–	–	﹤0.01%	751
2018 Q4	$14K	Hold	500	–	–	﹤0.01%	713
2018 Q3	$15K	Buy	500 +300	+150%	+$9.5K	﹤0.01%	786
2018 Q2	$7K	Buy	+200	New	+$7.48K	﹤0.01%	900

Other funds holding TX

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

CCM

Contrarian Capital Management Greenwich, Connecticut $357M AUM 18.27% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

CAAM

Cape Ann Asset Management London, United Kingdom $440M AUM 96.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Optimum Investment Advisors's TX Position: Q4 2023 in Review

Optimum Investment Advisors sold out of Ternium (TX) in Q4 2023, closing a stake of 1,000 shares — an estimated $39.9K sold.

Optimum Investment Advisors first reported a position in TX in Q2 2018 and held it in 20 quarters. The position peaked at $46K in Q1 2022. 163 funds tracked by Wall St. Rank hold TX as of Q4 2023.

Optimum Investment Advisors reported no remaining Ternium position as of Q4 2023 after selling out during the quarter.
Optimum Investment Advisors sold 1,000 Ternium shares in Q4 2023, an estimated $39.9K.
Optimum Investment Advisors first reported a position in Ternium in Q2 2018 and held it in 20 quarters.
Optimum Investment Advisors's Ternium position peaked at $46K in Q1 2022.
163 funds tracked by Wall St. Rank held Ternium as of Q4 2023.

Based on Optimum Investment Advisors's 13F filing for Q4 2023, filed 8 Jan 2024.