TCWM
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Total Clarity Wealth Management’s Terex TEX Stock Holding History

Total Clarity 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
2020
Q1 		– Sell
-250
Closed -$7K – 563
2019
Q4 		$7K Buy
+250
New +$7.03K 0.01% 548

Other funds holding TEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

Total Clarity Wealth Management's TEX Position: Q1 2020 in Review

Total Clarity Wealth Management sold out of Terex (TEX) in Q1 2020, closing a stake of 250 shares — an estimated $7K sold.

Total Clarity Wealth Management first reported a position in TEX in Q4 2019 and held it in 1 quarter. The position peaked at $7K in Q4 2019. 229 funds tracked by Wall St. Rank hold TEX as of Q1 2020.

  • Total Clarity Wealth Management reported no remaining Terex position as of Q1 2020 after selling out during the quarter.
  • Total Clarity Wealth Management sold 250 Terex shares in Q1 2020, an estimated $7K.
  • Total Clarity Wealth Management first reported a position in Terex in Q4 2019 and held it in 1 quarter.
  • Total Clarity Wealth Management's Terex position peaked at $7K in Q4 2019.
  • 229 funds tracked by Wall St. Rank held Terex as of Q1 2020.

Based on Total Clarity Wealth Management's 13F filing for Q1 2020, filed 24 Apr 2020.