Carolinas Wealth Consulting’s Trex TREX Stock Holding History

Carolinas Wealth Consulting’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
2020 Q4	–	Sell	-30	Closed	-$2K	–	1028
2020 Q3	$2K	Buy	+30	New	+$2.08K	﹤0.01%	750

Other funds holding TREX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Carolinas Wealth Consulting's TREX Position: Q4 2020 in Review

Carolinas Wealth Consulting sold out of Trex (TREX) in Q4 2020, closing a stake of 30 shares — an estimated $2K sold.

Carolinas Wealth Consulting first reported a position in TREX in Q3 2020 and held it in 1 quarter. The position peaked at $2K in Q3 2020. 471 funds tracked by Wall St. Rank hold TREX as of Q4 2020.

Carolinas Wealth Consulting reported no remaining Trex position as of Q4 2020 after selling out during the quarter.
Carolinas Wealth Consulting sold 30 Trex shares in Q4 2020, an estimated $2K.
Carolinas Wealth Consulting first reported a position in Trex in Q3 2020 and held it in 1 quarter.
Carolinas Wealth Consulting's Trex position peaked at $2K in Q3 2020.
471 funds tracked by Wall St. Rank held Trex as of Q4 2020.

Based on Carolinas Wealth Consulting's 13F filing for Q4 2020, filed 16 Feb 2021.