$TEX icon$

PRW Wealth Management’s Terex TEX Stock Holding History

PRW Wealth Management’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
2019 Q2	–	Sell	-39	Closed	-$1K	–	601
2019 Q1	$1K	Hold	39	–	–	﹤0.01%	633
2018 Q4	$1K	Buy	+39	New	+$1.25K	﹤0.01%	622

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

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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

PRW Wealth Management's TEX Position: Q2 2019 in Review

PRW Wealth Management sold out of Terex (TEX) in Q2 2019, closing a stake of 39 shares — an estimated $1K sold.

PRW Wealth Management first reported a position in TEX in Q4 2018 and held it in 2 quarters. The position peaked at $1K in Q1 2019. 251 funds tracked by Wall St. Rank hold TEX as of Q2 2019.

PRW Wealth Management reported no remaining Terex position as of Q2 2019 after selling out during the quarter.
PRW Wealth Management sold 39 Terex shares in Q2 2019, an estimated $1K.
PRW Wealth Management first reported a position in Terex in Q4 2018 and held it in 2 quarters.
PRW Wealth Management's Terex position peaked at $1K in Q1 2019.
251 funds tracked by Wall St. Rank held Terex as of Q2 2019.

Based on PRW Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.