$TEX icon$

Plante Moran Financial Advisors’s Terex TEX Stock Holding History

Plante Moran Financial 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
2023 Q3	–	Sell	-111	Closed	-$6.64K	–	855
2023 Q2	$6.64K	Buy	+111	New	+$5.51K	﹤0.01%	604
2021 Q4	–	Sell	-800	Closed	-$34K	–	1100
2021 Q3	$34K	Hold	800	–	–	0.01%	455
2021 Q2	$38K	Buy	800 +725	+967%	+$35.2K	0.01%	427
2021 Q1	$3K	Sell	75 -1,225	-94%	-$50.2K	﹤0.01%	877
2020 Q4	$45K	Buy	+1,300	New	+$38.4K	0.01%	382
2019 Q1	–	Sell	-215	Closed	-$6K	–	930
2018 Q4	$6K	Hold	215	–	–	﹤0.01%	578
2018 Q3	$9K	Hold	215	–	–	﹤0.01%	513
2018 Q2	$9K	Hold	215	–	–	﹤0.01%	560
2018 Q1	$8K	Sell	215 -215	-50%	-$9.33K	﹤0.01%	645
2017 Q4	$21K	Buy	+430	New	+$19.8K	0.01%	495
2017 Q2	–	Sell	-151	Closed	-$5K	–	899
2017 Q1	$5K	Buy	+151	New	+$4.74K	﹤0.01%	708

Other funds holding TEX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Plante Moran Financial Advisors's TEX Position: Q3 2023 in Review

Plante Moran Financial Advisors sold out of Terex (TEX) in Q3 2023, closing a stake of 111 shares — an estimated $6.64K sold.

Plante Moran Financial Advisors first reported a position in TEX in Q1 2017 and held it in 11 quarters. The position peaked at $45K in Q4 2020. 392 funds tracked by Wall St. Rank hold TEX as of Q3 2023.

Plante Moran Financial Advisors reported no remaining Terex position as of Q3 2023 after selling out during the quarter.
Plante Moran Financial Advisors sold 111 Terex shares in Q3 2023, an estimated $6.64K.
Plante Moran Financial Advisors first reported a position in Terex in Q1 2017 and held it in 11 quarters.
Plante Moran Financial Advisors's Terex position peaked at $45K in Q4 2020.
392 funds tracked by Wall St. Rank held Terex as of Q3 2023.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2023, filed 7 Nov 2023.