BRWA
TREX icon

B. Riley Wealth Advisors’s Trex TREX Stock Holding History

B. Riley Wealth Advisors’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
2024
Q4 		$318K Buy
+4,608
New +$325K 0.01% 853
2024
Q3 		– Sell
-4,290
Closed -$318K – 1433
2024
Q2 		$318K Sell
4,290
-2,868
-40% -$251K 0.01% 1005
2024
Q1 		$441K Buy
7,158
+1,988
+38% +$177K 0.01% 858
2023
Q4 		$428K Sell
5,170
-1,988
-28% -$132K 0.01% 897
2023
Q3 		$441K Buy
7,158
+1,872
+35% +$128K 0.01% 858
2023
Q2 		$347K Sell
5,286
-525
-9% -$29.3K 0.01% 1040
2023
Q1 		$283K Buy
5,811
+32
+0.6% +$1.62K 0.01% 1100
2022
Q4 		$245K Buy
5,779
+535
+10% +$24.3K 0.01% 1152
2022
Q3 		$231K Sell
5,244
-717
-12% -$38.4K 0.01% 1160
2022
Q2 		$325K Buy
5,961
+813
+16% +$49.1K 0.01% 843
2022
Q1 		$337K Buy
5,148
+1,943
+61% +$173K 0.01% 957
2021
Q4 		$433K Buy
3,205
+87
+3% +$10.4K 0.01% 897
2021
Q3 		$318K Buy
3,118
+100
+3% +$10.5K 0.01% 1008
2021
Q2 		$309K Sell
3,018
-829
-22% -$83.7K 0.01% 1008
2021
Q1 		$353K Buy
+3,847
New +$362K 0.01% 912

Other funds holding TREX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

B. Riley Wealth Advisors's TREX Position: Q4 2024 in Review

B. Riley Wealth Advisors opened a new position in Trex (TREX) in Q4 2024: 4,608 shares worth $318K. The stake represents 0.01% of the portfolio and ranks #853 among its holdings. This is a return to the name: B. Riley Wealth Advisors previously reported a position in TREX as recently as Q2 2024.

B. Riley Wealth Advisors first reported a position in TREX in Q1 2021 and has held it in 15 quarters since. The position peaked at $441K in Q1 2024. 464 funds tracked by Wall St. Rank hold TREX as of Q4 2024.

  • B. Riley Wealth Advisors held 4,608 shares of Trex worth $318K as of Q4 2024.
  • Trex was a new B. Riley Wealth Advisors position in Q4 2024.
  • Trex made up 0.01% of B. Riley Wealth Advisors's portfolio in Q4 2024, its #853 holding.
  • B. Riley Wealth Advisors first reported a position in Trex in Q1 2021 and has held it in 15 quarters since.
  • B. Riley Wealth Advisors's Trex position peaked at $441K in Q1 2024.
  • 464 funds tracked by Wall St. Rank held Trex as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.