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Wealthspire Advisors (Maryland)’s Terex TEX Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-167
Closed -$5K – 1862
2019
Q1 		$5K Buy
167
+66
+65% +$2.09K ﹤0.01% 1849
2018
Q4 		$3K Sell
101
-30
-23% -$959 ﹤0.01% 1993
2018
Q3 		$5K Hold
131
– – ﹤0.01% 1829
2018
Q2 		$6K Sell
131
-2
-2% -$79 ﹤0.01% 1736
2018
Q1 		$5K Buy
133
+10
+8% +$434 ﹤0.01% 1834
2017
Q4 		$6K Buy
123
+4
+3% +$184 ﹤0.01% 1794
2017
Q3 		$5K Sell
119
-1,075
-90% -$42.5K ﹤0.01% 1804
2017
Q2 		$45K Buy
1,194
+58
+5% +$1.96K 0.01% 991
2017
Q1 		$36K Buy
1,136
+35
+3% +$1.1K 0.01% 903
2016
Q4 		$35K Sell
1,101
-11
-1% -$305 0.01% 863
2016
Q3 		$28K Hold
1,112
– – ﹤0.01% 962
2016
Q2 		$23K Hold
1,112
– – ﹤0.01% 959
2016
Q1 		$28K Sell
1,112
-104
-9% -$2.18K ﹤0.01% 858
2015
Q4 		$22K Buy
+1,216
New +$24K ﹤0.01% 939

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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

Wealthspire Advisors (Maryland)'s TEX Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Terex (TEX) in Q2 2019, closing a stake of 167 shares — an estimated $5K sold.

Wealthspire Advisors (Maryland) first reported a position in TEX in Q4 2015 and held it in 14 quarters. The position peaked at $45K in Q2 2017. 251 funds tracked by Wall St. Rank hold TEX as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Terex position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 167 Terex shares in Q2 2019, an estimated $5K.
  • Wealthspire Advisors (Maryland) first reported a position in Terex in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Terex position peaked at $45K in Q2 2017.
  • 251 funds tracked by Wall St. Rank held Terex as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.