BWP
TREX icon

Baldwin Wealth Partners’s Trex TREX Stock Holding History

Baldwin Wealth 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
2024
Q4 		– Sell
-100
Closed -$6.66K – 944
2024
Q3 		$6.66K Hold
100
– – ﹤0.01% 845
2024
Q2 		$7.41K Hold
100
– – ﹤0.01% 562
2024
Q1 		$9.97K Hold
100
– – ﹤0.01% 554
2023
Q4 		$8.28K Hold
100
– – ﹤0.01% 591
2023
Q3 		$6.16K Hold
100
– – ﹤0.01% 611
2023
Q2 		$6.56K Hold
100
– – ﹤0.01% 630
2023
Q1 		$4.87K Hold
100
– – ﹤0.01% 673
2022
Q4 		$4.23K Sell
100
-750
-88% -$34K ﹤0.01% 673
2022
Q3 		$37K Hold
850
– – 0.01% 368
2022
Q2 		$46K Hold
850
– – 0.01% 363
2022
Q1 		$56K Buy
+850
New +$75.7K 0.01% 354

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

Baldwin Wealth Partners's TREX Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Trex (TREX) in Q4 2024, closing a stake of 100 shares — an estimated $6.66K sold.

Baldwin Wealth Partners first reported a position in TREX in Q1 2022 and held it in 11 quarters. The position peaked at $56K in Q1 2022. 464 funds tracked by Wall St. Rank hold TREX as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining Trex position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 100 Trex shares in Q4 2024, an estimated $6.66K.
  • Baldwin Wealth Partners first reported a position in Trex in Q1 2022 and held it in 11 quarters.
  • Baldwin Wealth Partners's Trex position peaked at $56K in Q1 2022.
  • 464 funds tracked by Wall St. Rank held Trex as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.