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BDO Wealth Advisors’s Trex TREX Stock Holding History

BDO 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
2021
Q2 		– Sell
-50
Closed -$5K – 1208
2021
Q1 		$5K Buy
+50
New +$4.7K ﹤0.01% 854
2020
Q1 		– Sell
-120
Closed -$5K – 829
2019
Q4 		$5K Hold
120
– – ﹤0.01% 497
2019
Q3 		$5K Hold
120
– – ﹤0.01% 511
2019
Q2 		$4K Hold
120
– – ﹤0.01% 543
2019
Q1 		$4K Buy
+120
New +$4.19K ﹤0.01% 520

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

BDO Wealth Advisors's TREX Position: Q2 2021 in Review

BDO Wealth Advisors sold out of Trex (TREX) in Q2 2021, closing a stake of 50 shares — an estimated $5K sold.

BDO Wealth Advisors first reported a position in TREX in Q1 2019 and held it in 5 quarters. The position peaked at $5K in Q1 2021. 477 funds tracked by Wall St. Rank hold TREX as of Q2 2021.

  • BDO Wealth Advisors reported no remaining Trex position as of Q2 2021 after selling out during the quarter.
  • BDO Wealth Advisors sold 50 Trex shares in Q2 2021, an estimated $5K.
  • BDO Wealth Advisors first reported a position in Trex in Q1 2019 and held it in 5 quarters.
  • BDO Wealth Advisors's Trex position peaked at $5K in Q1 2021.
  • 477 funds tracked by Wall St. Rank held Trex as of Q2 2021.

Based on BDO Wealth Advisors's 13F filing for Q2 2021, filed 3 Sep 2021.