$TEX icon$

TFC Financial Management’s Terex TEX Stock Holding History

TFC Financial 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
2023 Q2	–	Sell	-4	Closed	-$194	–	748
2023 Q1	$194	Buy	+4	New	+$205	﹤0.01%	666

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

TFC Financial Management's TEX Position: Q2 2023 in Review

TFC Financial Management sold out of Terex (TEX) in Q2 2023, closing a stake of 4 shares — an estimated $194 sold.

TFC Financial Management first reported a position in TEX in Q1 2023 and held it in 1 quarter. The position peaked at $194 in Q1 2023. 382 funds tracked by Wall St. Rank hold TEX as of Q2 2023.

TFC Financial Management reported no remaining Terex position as of Q2 2023 after selling out during the quarter.
TFC Financial Management sold 4 Terex shares in Q2 2023, an estimated $194.
TFC Financial Management first reported a position in Terex in Q1 2023 and held it in 1 quarter.
TFC Financial Management's Terex position peaked at $194 in Q1 2023.
382 funds tracked by Wall St. Rank held Terex as of Q2 2023.

Based on TFC Financial Management's 13F filing for Q2 2023, filed 7 Aug 2023.