BEI
TREX icon

Benjamin Edwards Inc’s Trex TREX Stock Holding History

Benjamin Edwards Inc’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 		$370K Hold
10,163
– – ﹤0.01% 1090
2025
Q4 		$356K Sell
10,163
-388
-4% -$15.7K ﹤0.01% 1052
2025
Q3 		$545K Sell
10,551
-689
-6% -$42K 0.01% 907
2025
Q2 		$611K Buy
11,240
+214
+2% +$12.1K 0.01% 785
2025
Q1 		$641K Buy
11,026
+9
+0.1% +$585 0.01% 720
2024
Q4 		$760K Sell
11,017
-3
-0% -$211 0.01% 698
2024
Q3 		$734K Buy
+11,020
New +$774K 0.01% 678
2023
Q2 		– Sell
-376
Closed -$18K – 722
2023
Q1 		$18K Hold
376
– – ﹤0.01% 540
2022
Q4 		$16K Hold
376
– – ﹤0.01% 539
2022
Q3 		$17K Hold
376
– – 0.01% 523
2022
Q2 		$20K Hold
376
– – 0.01% 520
2022
Q1 		$25K Sell
376
-210
-36% -$18.7K 0.01% 531
2021
Q4 		$79K Buy
586
+538
+1,121% +$64.6K 0.03% 377
2021
Q3 		$5K Buy
+48
New +$5.02K ﹤0.01% 484

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