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Avantax Planning Partners’s Trex TREX Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-272
Closed -$10K – 1112
2018
Q3 		$10K Buy
+272
New +$10.5K ﹤0.01% 885
2018
Q2 		– Sell
-360
Closed -$10K – 1369
2018
Q1 		$10K Buy
+360
New +$9.91K ﹤0.01% 1068

Other funds holding TREX

BlackRock
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 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
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CTA
Carillon Tower Advisers St. Petersburg, Florida $16.4B AUM 64.75% 1-Year Est. Return

Avantax Planning Partners's TREX Position: Q4 2018 in Review

Avantax Planning Partners sold out of Trex (TREX) in Q4 2018, closing a stake of 272 shares — an estimated $10K sold.

Avantax Planning Partners first reported a position in TREX in Q1 2018 and held it in 2 quarters. The position peaked at $10K in Q3 2018. 302 funds tracked by Wall St. Rank hold TREX as of Q4 2018.

  • Avantax Planning Partners reported no remaining Trex position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 272 Trex shares in Q4 2018, an estimated $10K.
  • Avantax Planning Partners first reported a position in Trex in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Trex position peaked at $10K in Q3 2018.
  • 302 funds tracked by Wall St. Rank held Trex as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.