$TEX icon$

Symphony Financial’s Terex TEX Stock Holding History

Symphony Financial’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
2023 Q2	–	Sell	-8,222	Closed	-$389K	–	213
2023 Q1	$389K	Buy	+8,222	New	+$420K	0.1%	159

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Symphony Financial's TEX Position: Q2 2023 in Review

Symphony Financial sold out of Terex (TEX) in Q2 2023, closing a stake of 8,222 shares — an estimated $389K sold.

Symphony Financial first reported a position in TEX in Q1 2023 and held it in 1 quarter. The position peaked at $389K in Q1 2023. 382 funds tracked by Wall St. Rank hold TEX as of Q2 2023.

Symphony Financial reported no remaining Terex position as of Q2 2023 after selling out during the quarter.
Symphony Financial sold 8,222 Terex shares in Q2 2023, an estimated $389K.
Symphony Financial first reported a position in Terex in Q1 2023 and held it in 1 quarter.
Symphony Financial's Terex position peaked at $389K in Q1 2023.
382 funds tracked by Wall St. Rank held Terex as of Q2 2023.

Based on Symphony Financial's 13F filing for Q2 2023, filed 12 Jul 2023.