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VisionPoint Advisory Group’s Terex TEX Stock Holding History

VisionPoint Advisory Group’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
2025
Q1 		– Sell
-1,144
Closed -$50.9K – 301
2024
Q4 		$50.9K Buy
+1,144
New +$59.6K 0.02% 295
2024
Q3 		– Sell
-1,357
Closed -$74.4K – 722
2024
Q2 		$74.4K Hold
1,357
– – 0.03% 233
2024
Q1 		$87.4K Hold
1,357
– – 0.03% 220
2023
Q4 		$78K Hold
1,357
– – 0.03% 205
2023
Q3 		$78.2K Hold
1,357
– – 0.03% 215
2023
Q2 		$81.2K Buy
+1,357
New +$67.3K 0.03% 188

Other funds holding TEX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
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
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
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

VisionPoint Advisory Group's TEX Position: Q1 2025 in Review

VisionPoint Advisory Group sold out of Terex (TEX) in Q1 2025, closing a stake of 1,144 shares — an estimated $50.9K sold.

VisionPoint Advisory Group first reported a position in TEX in Q2 2023 and held it in 6 quarters. The position peaked at $87.4K in Q1 2024. 333 funds tracked by Wall St. Rank hold TEX as of Q1 2025.

  • VisionPoint Advisory Group reported no remaining Terex position as of Q1 2025 after selling out during the quarter.
  • VisionPoint Advisory Group sold 1,144 Terex shares in Q1 2025, an estimated $50.9K.
  • VisionPoint Advisory Group first reported a position in Terex in Q2 2023 and held it in 6 quarters.
  • VisionPoint Advisory Group's Terex position peaked at $87.4K in Q1 2024.
  • 333 funds tracked by Wall St. Rank held Terex as of Q1 2025.

Based on VisionPoint Advisory Group's 13F filing for Q1 2025, filed 23 Apr 2025.