$TEX icon$

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

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

Fidelity Investments

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

Dimensional Fund Advisors

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

Fisher Asset Management

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fuller & Thaler Asset Management

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

Geode Capital Management

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

Macquarie Group

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return