$TEX icon$

Valeo Financial Advisors’s Terex TEX Stock Holding History

Valeo Financial 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 Q4	–	Sell	-6,263	Closed	-$264K	–	642
2021 Q3	$264K	Buy	+6,263	New	+$296K	0.02%	429
2021 Q2	–	Sell	-403	Closed	-$19K	–	1692
2021 Q1	$19K	Buy	403 +400	+13,333%	+$16.4K	﹤0.01%	1185
2020 Q4	$0	Hold	3	–	–	﹤0.01%	1842
2020 Q3	$0	Hold	3	–	–	﹤0.01%	2106
2020 Q2	$0	Hold	3	–	–	﹤0.01%	2155
2020 Q1	$0	Hold	3	–	–	﹤0.01%	1911
2019 Q4	$0	Hold	3	–	–	﹤0.01%	1717
2019 Q3	$0	Hold	3	–	–	﹤0.01%	1667
2019 Q2	$0	Sell	3 -197	-99%	-$6.05K	﹤0.01%	1657
2019 Q1	$6K	Buy	+200	New	+$6.34K	﹤0.01%	1118
2018 Q2	–	Sell	-90	Closed	-$3K	–	1747
2018 Q1	$3K	Sell	90 -28	-24%	-$1.22K	﹤0.01%	1276
2017 Q4	$6K	Buy	118 +14	+13%	+$645	﹤0.01%	982
2017 Q3	$5K	Buy	+104	New	+$4.12K	﹤0.01%	884

Other funds holding TEX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Valeo Financial Advisors's TEX Position: Q4 2021 in Review

Valeo Financial Advisors sold out of Terex (TEX) in Q4 2021, closing a stake of 6,263 shares — an estimated $264K sold.

Valeo Financial Advisors first reported a position in TEX in Q3 2017 and held it in 13 quarters. The position peaked at $264K in Q3 2021. 283 funds tracked by Wall St. Rank hold TEX as of Q4 2021.

Valeo Financial Advisors reported no remaining Terex position as of Q4 2021 after selling out during the quarter.
Valeo Financial Advisors sold 6,263 Terex shares in Q4 2021, an estimated $264K.
Valeo Financial Advisors first reported a position in Terex in Q3 2017 and held it in 13 quarters.
Valeo Financial Advisors's Terex position peaked at $264K in Q3 2021.
283 funds tracked by Wall St. Rank held Terex as of Q4 2021.

Based on Valeo Financial Advisors's 13F filing for Q4 2021, filed 7 Jan 2022.