AI
TREX icon

Atom Investors’s Trex TREX Stock Holding History

Atom Investors’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
Q4 		– Sell
-9,457
Closed -$583K – 548
2023
Q3 		$583K Buy
+9,457
New +$649K 0.13% 204
2022
Q2 		– Sell
-7,004
Closed -$458K – 310
2022
Q1 		$458K Buy
+7,004
New +$624K 0.21% 107
2019
Q3 		– Sell
-84,046
Closed -$3.01M – 422
2019
Q2 		$3.01M Buy
+84,046
New +$2.85M 0.2% 149

Other funds holding TREX

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Atom Investors's TREX Position: Q4 2023 in Review

Atom Investors sold out of Trex (TREX) in Q4 2023, closing a stake of 9,457 shares — an estimated $583K sold.

Atom Investors first reported a position in TREX in Q2 2019 and held it in 3 quarters. The position peaked at $3.01M in Q2 2019. 483 funds tracked by Wall St. Rank hold TREX as of Q4 2023.

  • Atom Investors reported no remaining Trex position as of Q4 2023 after selling out during the quarter.
  • Atom Investors sold 9,457 Trex shares in Q4 2023, an estimated $583K.
  • Atom Investors first reported a position in Trex in Q2 2019 and held it in 3 quarters.
  • Atom Investors's Trex position peaked at $3.01M in Q2 2019.
  • 483 funds tracked by Wall St. Rank held Trex as of Q4 2023.

Based on Atom Investors's 13F filing for Q4 2023, filed 14 Feb 2024.