TWM
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Tradition Wealth Management’s Terex TEX Stock Holding History

Tradition 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
2022
Q1 		– Sell
-64
Closed -$3K – 1199
2021
Q4 		$3K Hold
64
– – ﹤0.01% 1151
2021
Q3 		$3K Hold
64
– – ﹤0.01% 1133
2021
Q2 		$3K Buy
+64
New +$3.11K ﹤0.01% 1151
2021
Q1 		– Sell
-64
Closed -$2K – 1012
2020
Q4 		$2K Buy
+64
New +$1.89K ﹤0.01% 955

Other funds holding TEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Tradition Wealth Management's TEX Position: Q1 2022 in Review

Tradition Wealth Management sold out of Terex (TEX) in Q1 2022, closing a stake of 64 shares — an estimated $3K sold.

Tradition Wealth Management first reported a position in TEX in Q4 2020 and held it in 4 quarters. The position peaked at $3K in Q4 2021. 280 funds tracked by Wall St. Rank hold TEX as of Q1 2022.

  • Tradition Wealth Management reported no remaining Terex position as of Q1 2022 after selling out during the quarter.
  • Tradition Wealth Management sold 64 Terex shares in Q1 2022, an estimated $3K.
  • Tradition Wealth Management first reported a position in Terex in Q4 2020 and held it in 4 quarters.
  • Tradition Wealth Management's Terex position peaked at $3K in Q4 2021.
  • 280 funds tracked by Wall St. Rank held Terex as of Q1 2022.

Based on Tradition Wealth Management's 13F filing for Q1 2022, filed 11 May 2022.