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TFO Wealth Partners’s Terex TEX Stock Holding History

TFO Wealth Partners’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
Q2 		– Sell
-3
Closed -$193 – 668
2024
Q1 		$193 Hold
3
– – ﹤0.01% 500
2023
Q4 		$172 Hold
3
– – ﹤0.01% 682
2023
Q3 		$179 Hold
3
– – ﹤0.01% 851
2023
Q2 		$179 Hold
3
– – ﹤0.01% 536
2023
Q1 		$145 Sell
3
-3
-50% -$153 ﹤0.01% 560
2022
Q4 		$840 Buy
+6
New +$242 ﹤0.01% 398

Other funds holding TEX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

TFO Wealth Partners's TEX Position: Q2 2024 in Review

TFO Wealth Partners sold out of Terex (TEX) in Q2 2024, closing a stake of 3 shares — an estimated $193 sold.

TFO Wealth Partners first reported a position in TEX in Q4 2022 and held it in 6 quarters. The position peaked at $840 in Q4 2022. 371 funds tracked by Wall St. Rank hold TEX as of Q2 2024.

  • TFO Wealth Partners reported no remaining Terex position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 3 Terex shares in Q2 2024, an estimated $193.
  • TFO Wealth Partners first reported a position in Terex in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Terex position peaked at $840 in Q4 2022.
  • 371 funds tracked by Wall St. Rank held Terex as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.