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Pin Oak Investment Advisors’s Terex TEX Stock Holding History

Pin Oak Investment 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
2021
Q2 		– Sell
-100
Closed -$5K – 427
2021
Q1 		$5K Hold
100
– – ﹤0.01% 356
2020
Q4 		$3K Hold
100
– – ﹤0.01% 393
2020
Q3 		$2K Hold
100
– – ﹤0.01% 375
2020
Q2 		$2K Hold
100
– – ﹤0.01% 363
2020
Q1 		$1K Buy
+100
New +$2.26K ﹤0.01% 393
2019
Q4 		– Sell
-45,715
Closed -$1.19M – 418
2019
Q3 		$1.19M Buy
45,715
+3,515
+8% +$96.6K 0.97% 36
2019
Q2 		$1.32M Buy
42,200
+3,875
+10% +$119K 1.03% 39
2019
Q1 		$1.23M Buy
+38,325
New +$1.22M 0.99% 41

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
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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Pin Oak Investment Advisors's TEX Position: Q2 2021 in Review

Pin Oak Investment Advisors sold out of Terex (TEX) in Q2 2021, closing a stake of 100 shares — an estimated $5K sold.

Pin Oak Investment Advisors first reported a position in TEX in Q1 2019 and held it in 8 quarters. The position peaked at $1.32M in Q2 2019. 267 funds tracked by Wall St. Rank hold TEX as of Q2 2021.

  • Pin Oak Investment Advisors reported no remaining Terex position as of Q2 2021 after selling out during the quarter.
  • Pin Oak Investment Advisors sold 100 Terex shares in Q2 2021, an estimated $5K.
  • Pin Oak Investment Advisors first reported a position in Terex in Q1 2019 and held it in 8 quarters.
  • Pin Oak Investment Advisors's Terex position peaked at $1.32M in Q2 2019.
  • 267 funds tracked by Wall St. Rank held Terex as of Q2 2021.

Based on Pin Oak Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.