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TRUE Private Wealth Advisors’s Terex TEX Stock Holding History

TRUE Private Wealth Advisors’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
2021
Q1 		– Sell
-41
Closed -$1K – 648
2020
Q4 		$1K Hold
41
– – ﹤0.01% 718
2020
Q3 		$0 Hold
41
– – ﹤0.01% 739
2020
Q2 		$0 Hold
41
– – ﹤0.01% 747
2020
Q1 		$0 Buy
+41
New +$928 ﹤0.01% 829

Other funds holding TEX

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $30.8B AUM 11.29% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

TRUE Private Wealth Advisors's TEX Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of Terex (TEX) in Q1 2021, closing a stake of 41 shares — an estimated $1K sold.

TRUE Private Wealth Advisors first reported a position in TEX in Q1 2020 and held it in 4 quarters. The position peaked at $1K in Q4 2020. 277 funds tracked by Wall St. Rank hold TEX as of Q1 2021.

  • TRUE Private Wealth Advisors reported no remaining Terex position as of Q1 2021 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 41 Terex shares in Q1 2021, an estimated $1K.
  • TRUE Private Wealth Advisors first reported a position in Terex in Q1 2020 and held it in 4 quarters.
  • TRUE Private Wealth Advisors's Terex position peaked at $1K in Q4 2020.
  • 277 funds tracked by Wall St. Rank held Terex as of Q1 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.