BIA
TREX icon

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 $5.7T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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 $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return