RFA
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Reilly Financial Advisors’s Terex TEX Stock Holding History

Reilly Financial Advisors’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
2021
Q4 		$4K Buy
+100
New +$4.49K ﹤0.01% 904
2018
Q1 		– Sell
-728
Closed -$35K – 1052
2017
Q4 		$35K Hold
728
– – 0.01% 381
2017
Q3 		$33K Hold
728
– – ﹤0.01% 381
2017
Q2 		$27K Hold
728
– – ﹤0.01% 432
2017
Q1 		$23K Buy
+728
New +$22.9K ﹤0.01% 456

Other funds holding TEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $34.1B AUM 23.81% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Reilly Financial Advisors's TEX Position: Q4 2021 in Review

Reilly Financial Advisors opened a new position in Terex (TEX) in Q4 2021: 100 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #904 among its holdings. This is a return to the name: Reilly Financial Advisors previously reported a position in TEX as recently as Q4 2017.

Reilly Financial Advisors first reported a position in TEX in Q1 2017 and has held it in 5 quarters since. The position peaked at $35K in Q4 2017. 283 funds tracked by Wall St. Rank hold TEX as of Q4 2021.

  • Reilly Financial Advisors held 100 shares of Terex worth $4K as of Q4 2021.
  • Terex was a new Reilly Financial Advisors position in Q4 2021.
  • Terex made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #904 holding.
  • Reilly Financial Advisors first reported a position in Terex in Q1 2017 and has held it in 5 quarters since.
  • Reilly Financial Advisors's Terex position peaked at $35K in Q4 2017.
  • 283 funds tracked by Wall St. Rank held Terex as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.