Accurate Wealth Management’s Trex TREX Stock Holding History

Accurate Wealth Management’s Portfolio TREX Stock Details TREX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-26	Closed	-$1.25K	–	1350
2022 Q4	$1.25K	Buy	+26	New	+$1.18K	﹤0.01%	1320

Other funds holding TREX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Accurate Wealth Management's TREX Position: Q1 2023 in Review

Accurate Wealth Management sold out of Trex (TREX) in Q1 2023, closing a stake of 26 shares — an estimated $1.25K sold.

Accurate Wealth Management first reported a position in TREX in Q4 2022 and held it in 1 quarter. The position peaked at $1.25K in Q4 2022. 427 funds tracked by Wall St. Rank hold TREX as of Q1 2023.

Accurate Wealth Management reported no remaining Trex position as of Q1 2023 after selling out during the quarter.
Accurate Wealth Management sold 26 Trex shares in Q1 2023, an estimated $1.25K.
Accurate Wealth Management first reported a position in Trex in Q4 2022 and held it in 1 quarter.
Accurate Wealth Management's Trex position peaked at $1.25K in Q4 2022.
427 funds tracked by Wall St. Rank held Trex as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.