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Private Advisor Group’s Terex TEX Stock Holding History

Private Advisor Group’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
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Private Advisor Group's TEX Position: Q3 2024 in Review

Private Advisor Group sold out of Terex (TEX) in Q3 2024, closing a stake of 7,891 shares — an estimated $433K sold.

Private Advisor Group first reported a position in TEX in Q4 2013 and held it in 16 quarters. The position peaked at $488K in Q1 2024. 382 funds tracked by Wall St. Rank hold TEX as of Q3 2024.

  • Private Advisor Group reported no remaining Terex position as of Q3 2024 after selling out during the quarter.
  • Private Advisor Group sold 7,891 Terex shares in Q3 2024, an estimated $433K.
  • Private Advisor Group first reported a position in Terex in Q4 2013 and held it in 16 quarters.
  • Private Advisor Group's Terex position peaked at $488K in Q1 2024.
  • 382 funds tracked by Wall St. Rank held Terex as of Q3 2024.

Based on Private Advisor Group's 13F filing for Q3 2024, filed 22 Oct 2024.