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Wipfli Financial Advisors’s Terex TEX Stock Holding History

Wipfli 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
2022
Q3 		$50K Buy
+1,674
New +$54.8K ﹤0.01% 1081

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wipfli Financial Advisors's TEX Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Terex (TEX) in Q3 2022: 1,674 shares worth $50K. The stake represents ﹤0.01% of the portfolio and ranks #1081 among its holdings.

274 funds tracked by Wall St. Rank hold TEX as of Q3 2022.

  • Wipfli Financial Advisors held 1,674 shares of Terex worth $50K as of Q3 2022.
  • Terex was a new Wipfli Financial Advisors position in Q3 2022.
  • Terex made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1081 holding.
  • 274 funds tracked by Wall St. Rank held Terex as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.