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Shelton Wealth Management’s Terex TEX Stock Holding History

Shelton 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
2024
Q1 		– Sell
-7,352
Closed -$422K – 118
2023
Q4 		$422K Buy
+7,352
New +$380K 0.3% 62

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
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

Shelton Wealth Management's TEX Position: Q1 2024 in Review

Shelton Wealth Management sold out of Terex (TEX) in Q1 2024, closing a stake of 7,352 shares — an estimated $422K sold.

Shelton Wealth Management first reported a position in TEX in Q4 2023 and held it in 1 quarter. The position peaked at $422K in Q4 2023. 388 funds tracked by Wall St. Rank hold TEX as of Q1 2024.

  • Shelton Wealth Management reported no remaining Terex position as of Q1 2024 after selling out during the quarter.
  • Shelton Wealth Management sold 7,352 Terex shares in Q1 2024, an estimated $422K.
  • Shelton Wealth Management first reported a position in Terex in Q4 2023 and held it in 1 quarter.
  • Shelton Wealth Management's Terex position peaked at $422K in Q4 2023.
  • 388 funds tracked by Wall St. Rank held Terex as of Q1 2024.

Based on Shelton Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.