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Bell Investment Advisors’s Trex TREX Stock Holding History

Bell Investment 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
2026
Q1 		– Sell
-12
Closed -$421 – 1944
2025
Q4 		$421 Sell
12
-46
-79% -$1.86K ﹤0.01% 1776
2025
Q3 		$3K Sell
58
-15
-21% -$914 ﹤0.01% 1164
2025
Q2 		$3.97K Sell
73
-23
-24% -$1.3K ﹤0.01% 1091
2025
Q1 		$5.58K Buy
96
+8
+9% +$520 ﹤0.01% 867
2024
Q4 		$6.08K Hold
88
– – ﹤0.01% 833
2024
Q3 		$5.86K Buy
88
+15
+21% +$1.05K ﹤0.01% 853
2024
Q2 		$5.41K Sell
73
-19
-21% -$1.66K ﹤0.01% 882
2024
Q1 		$9.18K Buy
92
+19
+26% +$1.69K ﹤0.01% 626
2023
Q4 		$6.04K Hold
73
– – ﹤0.01% 774
2023
Q3 		$4.5K Hold
73
– – ﹤0.01% 866
2023
Q2 		$4.79K Buy
73
+7
+11% +$391 ﹤0.01% 846
2023
Q1 		$3.21K Sell
66
-27
-29% -$1.37K ﹤0.01% 1008
2022
Q4 		$3.94K Buy
93
+34
+58% +$1.54K ﹤0.01% 933
2022
Q3 		$3K Buy
59
+15
+34% +$802 ﹤0.01% 981
2022
Q2 		$2K Buy
+44
New +$2.65K ﹤0.01% 1245
2021
Q4 		$5K Buy
35
+4
+13% +$480 ﹤0.01% 803
2021
Q3 		$3K Buy
+31
New +$3.24K ﹤0.01% 978

Other funds holding TREX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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 $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Bell Investment Advisors's TREX Position: Q1 2026 in Review

Bell Investment Advisors sold out of Trex (TREX) in Q1 2026, closing a stake of 12 shares — an estimated $421 sold.

Bell Investment Advisors first reported a position in TREX in Q3 2021 and held it in 17 quarters. The position peaked at $9.18K in Q1 2024. 426 funds tracked by Wall St. Rank hold TREX as of Q1 2026.

  • Bell Investment Advisors reported no remaining Trex position as of Q1 2026 after selling out during the quarter.
  • Bell Investment Advisors sold 12 Trex shares in Q1 2026, an estimated $421.
  • Bell Investment Advisors first reported a position in Trex in Q3 2021 and held it in 17 quarters.
  • Bell Investment Advisors's Trex position peaked at $9.18K in Q1 2024.
  • 426 funds tracked by Wall St. Rank held Trex as of Q1 2026.

Based on Bell Investment Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.