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PrairieView Partners’s Terex TEX Stock Holding History

PrairieView Partners’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
Q4 		– Sell
-1,000
Closed -$57K – 414
2023
Q3 		$57K Hold
1,000
– – 0.01% 167
2023
Q2 		$59K Hold
1,000
– – 0.01% 187
2023
Q1 		$48K Hold
1,000
– – 0.01% 189
2022
Q4 		$42K Hold
1,000
– – 0.01% 205
2022
Q3 		$30K Buy
+1,000
New +$32.7K ﹤0.01% 220

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
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

PrairieView Partners's TEX Position: Q4 2023 in Review

PrairieView Partners sold out of Terex (TEX) in Q4 2023, closing a stake of 1,000 shares — an estimated $57K sold.

PrairieView Partners first reported a position in TEX in Q3 2022 and held it in 5 quarters. The position peaked at $59K in Q2 2023. 402 funds tracked by Wall St. Rank hold TEX as of Q4 2023.

  • PrairieView Partners reported no remaining Terex position as of Q4 2023 after selling out during the quarter.
  • PrairieView Partners sold 1,000 Terex shares in Q4 2023, an estimated $57K.
  • PrairieView Partners first reported a position in Terex in Q3 2022 and held it in 5 quarters.
  • PrairieView Partners's Terex position peaked at $59K in Q2 2023.
  • 402 funds tracked by Wall St. Rank held Terex as of Q4 2023.

Based on PrairieView Partners's 13F filing for Q4 2023, filed 26 Jan 2024.