$TEX icon$

Planned Solutions’s Terex TEX Stock Holding History

Planned Solutions’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 Q4	–	Sell	-800	Closed	-$42.3K	–	572
2024 Q3	$42.3K	Buy	+800	New	+$44.2K	0.02%	318

Other funds holding TEX

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

BlackRock New York $5.72T AUM 30.48% 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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Planned Solutions's TEX Position: Q4 2024 in Review

Planned Solutions sold out of Terex (TEX) in Q4 2024, closing a stake of 800 shares — an estimated $42.3K sold.

Planned Solutions first reported a position in TEX in Q3 2024 and held it in 1 quarter. The position peaked at $42.3K in Q3 2024. 350 funds tracked by Wall St. Rank hold TEX as of Q4 2024.

Planned Solutions reported no remaining Terex position as of Q4 2024 after selling out during the quarter.
Planned Solutions sold 800 Terex shares in Q4 2024, an estimated $42.3K.
Planned Solutions first reported a position in Terex in Q3 2024 and held it in 1 quarter.
Planned Solutions's Terex position peaked at $42.3K in Q3 2024.
350 funds tracked by Wall St. Rank held Terex as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.