$TEX icon$

Phoenix Financial’s Terex TEX Stock Holding History

Phoenix Financial’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
2024 Q2	–	Sell	-9,600	Closed	-$616K	–	435
2024 Q1	$616K	Buy	+9,600	New	+$563K	0.01%	253

Other funds holding TEX

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Phoenix Financial's TEX Position: Q2 2024 in Review

Phoenix Financial sold out of Terex (TEX) in Q2 2024, closing a stake of 9,600 shares — an estimated $616K sold.

Phoenix Financial first reported a position in TEX in Q1 2024 and held it in 1 quarter. The position peaked at $616K in Q1 2024. 371 funds tracked by Wall St. Rank hold TEX as of Q2 2024.

Phoenix Financial reported no remaining Terex position as of Q2 2024 after selling out during the quarter.
Phoenix Financial sold 9,600 Terex shares in Q2 2024, an estimated $616K.
Phoenix Financial first reported a position in Terex in Q1 2024 and held it in 1 quarter.
Phoenix Financial's Terex position peaked at $616K in Q1 2024.
371 funds tracked by Wall St. Rank held Terex as of Q2 2024.

Based on Phoenix Financial's 13F filing for Q2 2024, filed 12 Aug 2024.