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Baron Silver Stevens Financial Advisors’s Trex TREX Stock Holding History

Baron Silver Stevens Financial 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
2021
Q1 		– Sell
-20
Closed -$1K – 425
2020
Q4 		$1K Buy
+20
New +$1.53K ﹤0.01% 474

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Baron Silver Stevens Financial Advisors's TREX Position: Q1 2021 in Review

Baron Silver Stevens Financial Advisors sold out of Trex (TREX) in Q1 2021, closing a stake of 20 shares — an estimated $1K sold.

Baron Silver Stevens Financial Advisors first reported a position in TREX in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 474 funds tracked by Wall St. Rank hold TREX as of Q1 2021.

  • Baron Silver Stevens Financial Advisors reported no remaining Trex position as of Q1 2021 after selling out during the quarter.
  • Baron Silver Stevens Financial Advisors sold 20 Trex shares in Q1 2021, an estimated $1K.
  • Baron Silver Stevens Financial Advisors first reported a position in Trex in Q4 2020 and held it in 1 quarter.
  • Baron Silver Stevens Financial Advisors's Trex position peaked at $1K in Q4 2020.
  • 474 funds tracked by Wall St. Rank held Trex as of Q1 2021.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q1 2021, filed 27 Apr 2021.