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Atria Investments’s Trex TREX Stock Holding History

Atria Investments’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
2025
Q4 		– Sell
-7,123
Closed -$368K – 2131
2025
Q3 		$368K Sell
7,123
-2,445
-26% -$149K ﹤0.01% 1600
2025
Q2 		$520K Sell
9,568
-1,614
-14% -$91.5K 0.01% 1396
2025
Q1 		$650K Buy
11,182
+3,588
+47% +$233K 0.01% 1212
2024
Q4 		$524K Buy
7,594
+384
+5% +$27.1K 0.01% 1303
2024
Q3 		$480K Buy
7,210
+683
+10% +$47.9K 0.01% 1340
2024
Q2 		$484K Buy
+6,527
New +$571K 0.01% 1321
2014
Q1 		– Sell
-191,688
Closed -$1.91M – 466
2013
Q4 		$1.91M Buy
+191,688
New +$1.57M 0.19% 104

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return