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Paces Ferry Wealth Advisors’s Terex TEX Stock Holding History

Paces Ferry Wealth 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
2020
Q4 		– Sell
-51
Closed -$1K – 1000
2020
Q3 		$1K Buy
+51
New +$997 ﹤0.01% 975

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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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

Paces Ferry Wealth Advisors's TEX Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of Terex (TEX) in Q4 2020, closing a stake of 51 shares — an estimated $1K sold.

Paces Ferry Wealth Advisors first reported a position in TEX in Q3 2020 and held it in 1 quarter. The position peaked at $1K in Q3 2020. 242 funds tracked by Wall St. Rank hold TEX as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining Terex position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 51 Terex shares in Q4 2020, an estimated $1K.
  • Paces Ferry Wealth Advisors first reported a position in Terex in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's Terex position peaked at $1K in Q3 2020.
  • 242 funds tracked by Wall St. Rank held Terex as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.