Truist Financial
TEX icon

Truist Financial’s Terex TEX Stock Holding History

Truist Financial’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
Q4 		– Sell
-8,983
Closed -$518K – 2714
2023
Q3 		$518K Sell
8,983
-1,768
-16% -$105K ﹤0.01% 1907
2023
Q2 		$643K Sell
10,751
-2,817
-21% -$140K ﹤0.01% 1823
2023
Q1 		$656K Buy
+13,568
New +$694K ﹤0.01% 1804
2022
Q1 		– Sell
-7,357
Closed -$323K – 2844
2021
Q4 		$323K Buy
7,357
+12
+0.2% +$539 ﹤0.01% 2310
2021
Q3 		$309K Sell
7,345
-1,697
-19% -$80.3K ﹤0.01% 2335
2021
Q2 		$431K Buy
+9,042
New +$439K ﹤0.01% 2160
2020
Q4 		– Sell
-15,487
Closed -$300K – 2636
2020
Q3 		$300K Sell
15,487
-4,011
-21% -$78.4K ﹤0.01% 2019
2020
Q2 		$366K Buy
19,498
+9,251
+90% +$147K ﹤0.01% 1807
2020
Q1 		$147K Buy
10,247
+870
+9% +$19.7K ﹤0.01% 2195
2019
Q4 		$280K Buy
+9,377
New +$264K ﹤0.01% 2190
2014
Q2 		– Sell
-4,978
Closed -$221K – 801
2014
Q1 		$221K Buy
+4,978
New +$209K 0.01% 723

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return