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Virtus Investment Advisers’s Terex TEX Stock Holding History

Virtus Investment Advisers’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
2024
Q3 		– Sell
-3,392
Closed -$186K – 375
2024
Q2 		$186K Hold
3,392
– – 0.16% 186
2024
Q1 		$218K Hold
3,392
– – 0.16% 182
2023
Q4 		$195K Hold
3,392
– – 0.15% 195
2023
Q3 		$195K Sell
3,392
-2,047
-38% -$122K 0.13% 182
2023
Q2 		$325K Sell
5,439
-5,054
-48% -$251K 0.22% 128
2023
Q1 		$508K Buy
10,493
+265
+3% +$13.6K 0.36% 89
2022
Q4 		$437K Hold
10,228
– – 0.29% 109
2022
Q3 		$304K Buy
+10,228
New +$335K 0.14% 146

Other funds holding TEX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Virtus Investment Advisers's TEX Position: Q3 2024 in Review

Virtus Investment Advisers sold out of Terex (TEX) in Q3 2024, closing a stake of 3,392 shares — an estimated $186K sold.

Virtus Investment Advisers first reported a position in TEX in Q3 2022 and held it in 8 quarters. The position peaked at $508K in Q1 2023. 382 funds tracked by Wall St. Rank hold TEX as of Q3 2024.

  • Virtus Investment Advisers reported no remaining Terex position as of Q3 2024 after selling out during the quarter.
  • Virtus Investment Advisers sold 3,392 Terex shares in Q3 2024, an estimated $186K.
  • Virtus Investment Advisers first reported a position in Terex in Q3 2022 and held it in 8 quarters.
  • Virtus Investment Advisers's Terex position peaked at $508K in Q1 2023.
  • 382 funds tracked by Wall St. Rank held Terex as of Q3 2024.

Based on Virtus Investment Advisers's 13F filing for Q3 2024, filed 14 Nov 2024.