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Wills Financial Group’s Terex TEX Stock Holding History

Wills Financial 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
2022
Q1 		– Sell
-6,987
Closed -$307K – 75
2021
Q4 		$307K Sell
6,987
-730
-9% -$32.8K 0.12% 60
2021
Q3 		$324K Buy
7,717
+1,967
+34% +$93.1K 0.15% 58
2021
Q2 		$273K Buy
+5,750
New +$279K 0.12% 62

Other funds holding TEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $34.1B AUM 23.81% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wills Financial Group's TEX Position: Q1 2022 in Review

Wills Financial Group sold out of Terex (TEX) in Q1 2022, closing a stake of 6,987 shares — an estimated $307K sold.

Wills Financial Group first reported a position in TEX in Q2 2021 and held it in 3 quarters. The position peaked at $324K in Q3 2021. 280 funds tracked by Wall St. Rank hold TEX as of Q1 2022.

  • Wills Financial Group reported no remaining Terex position as of Q1 2022 after selling out during the quarter.
  • Wills Financial Group sold 6,987 Terex shares in Q1 2022, an estimated $307K.
  • Wills Financial Group first reported a position in Terex in Q2 2021 and held it in 3 quarters.
  • Wills Financial Group's Terex position peaked at $324K in Q3 2021.
  • 280 funds tracked by Wall St. Rank held Terex as of Q1 2022.

Based on Wills Financial Group's 13F filing for Q1 2022, filed 13 May 2022.