$TEX icon$

Personal Wealth Partners’s Terex TEX Stock Holding History

Personal 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 Q1	–	Sell	-5	Closed	–	–	544
2019 Q4	$0	Hold	5	–	–	﹤0.01%	668
2019 Q3	$0	Buy	+5	New	+$137	﹤0.01%	678

Other funds holding TEX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Personal Wealth Partners's TEX Position: Q1 2020 in Review

Personal Wealth Partners sold out of Terex (TEX) in Q1 2020, closing a stake of 5 shares.

Personal Wealth Partners first reported a position in TEX in Q3 2019 and held it in 2 quarters. The position peaked at $0 in Q4 2019. 229 funds tracked by Wall St. Rank hold TEX as of Q1 2020.

Personal Wealth Partners reported no remaining Terex position as of Q1 2020 after selling out during the quarter.
Personal Wealth Partners sold 5 Terex shares in Q1 2020.
Personal Wealth Partners first reported a position in Terex in Q3 2019 and held it in 2 quarters.
Personal Wealth Partners's Terex position peaked at $0 in Q4 2019.
229 funds tracked by Wall St. Rank held Terex as of Q1 2020.

Based on Personal Wealth Partners's 13F filing for Q1 2020, filed 7 May 2020.