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Prospera Financial Services’s Terex TEX Stock Holding History

Prospera Financial Services’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
2022
Q3 		– Sell
-969
Closed -$27K – 1516
2022
Q2 		$27K Hold
969
– – ﹤0.01% 1151
2022
Q1 		$35K Buy
+969
New +$40.1K ﹤0.01% 1522

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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Prospera Financial Services's TEX Position: Q3 2022 in Review

Prospera Financial Services sold out of Terex (TEX) in Q3 2022, closing a stake of 969 shares — an estimated $27K sold.

Prospera Financial Services first reported a position in TEX in Q1 2022 and held it in 2 quarters. The position peaked at $35K in Q1 2022. 274 funds tracked by Wall St. Rank hold TEX as of Q3 2022.

  • Prospera Financial Services reported no remaining Terex position as of Q3 2022 after selling out during the quarter.
  • Prospera Financial Services sold 969 Terex shares in Q3 2022, an estimated $27K.
  • Prospera Financial Services first reported a position in Terex in Q1 2022 and held it in 2 quarters.
  • Prospera Financial Services's Terex position peaked at $35K in Q1 2022.
  • 274 funds tracked by Wall St. Rank held Terex as of Q3 2022.

Based on Prospera Financial Services's 13F filing for Q3 2022, filed 27 Oct 2022.