PFGIA
TEX icon

Patriot Financial Group Insurance Agency’s Terex TEX Stock Holding History

Patriot Financial Group Insurance Agency’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
2022
Q3 		– Sell
-50
Closed -$1K – 1802
2022
Q2 		$1K Hold
50
– – ﹤0.01% 1952
2022
Q1 		$2K Hold
50
– – ﹤0.01% 1887
2021
Q4 		$2K Hold
50
– – ﹤0.01% 1974
2021
Q3 		$2K Buy
+50
New +$2.37K ﹤0.01% 1981

Other funds holding TEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Patriot Financial Group Insurance Agency's TEX Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Terex (TEX) in Q3 2022, closing a stake of 50 shares — an estimated $1K sold.

Patriot Financial Group Insurance Agency first reported a position in TEX in Q3 2021 and held it in 4 quarters. The position peaked at $2K in Q1 2022. 274 funds tracked by Wall St. Rank hold TEX as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Terex position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 50 Terex shares in Q3 2022, an estimated $1K.
  • Patriot Financial Group Insurance Agency first reported a position in Terex in Q3 2021 and held it in 4 quarters.
  • Patriot Financial Group Insurance Agency's Terex position peaked at $2K in Q1 2022.
  • 274 funds tracked by Wall St. Rank held Terex as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.