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PAG
Private Advisor Group’s
Terex
TEX
Stock Holding History
Private Advisor Group’s Portfolio
TEX Stock Details
TEX Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q3
–
Sell
-7,891
Closed
-$433K
–
2505
2024
Q2
$433K
Buy
7,891
+311
+4%
+$18.4K
﹤0.01%
1639
2024
Q1
$488K
Sell
7,580
-27
-0.4%
-$1.58K
﹤0.01%
1536
2023
Q4
$437K
Buy
7,607
+441
+6%
+$22.8K
﹤0.01%
1560
2023
Q3
$413K
Buy
+7,166
New
+$427K
﹤0.01%
1465
2020
Q3
–
Sell
-26
Closed
–
–
3225
2020
Q2
$0
Buy
+26
New
+$414
﹤0.01%
3911
2017
Q3
–
Sell
-6,317
Closed
-$235K
–
1507
2017
Q2
$235K
Sell
6,317
-1,672
-21%
-$56.6K
0.01%
1194
2017
Q1
$248K
Hold
7,989
–
–
0.01%
1165
2016
Q4
$256K
Buy
+7,989
New
+$222K
0.01%
1024
2016
Q2
–
Sell
-8,049
Closed
-$200K
–
1171
2016
Q1
$200K
Sell
8,049
-2,695
-25%
-$56.4K
0.01%
910
2015
Q4
$199K
Buy
10,744
+132
+1%
+$2.61K
0.01%
963
2015
Q3
$190K
Buy
10,612
+1,195
+13%
+$26.1K
0.01%
895
2015
Q2
$219K
Sell
9,417
-4,351
-32%
-$115K
0.01%
914
2015
Q1
$366K
Buy
13,768
+3,079
+29%
+$77.8K
0.02%
667
2014
Q4
$298K
Buy
+10,689
New
+$306K
0.02%
721
2014
Q2
–
Sell
-8,523
Closed
-$378K
–
964
2014
Q1
$378K
Sell
8,523
-458
-5%
-$19.2K
0.04%
502
2013
Q4
$377K
Buy
+8,981
New
+$326K
0.04%
474
Other funds holding TEX
BlackRock
New York
$5.72T AUM
30.48%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
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
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
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
GA
Greenhaven Associates
Purchase, New York
$6.07B AUM
11.2%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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