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Cassady Schiller Wealth Management’s Trex TREX Stock Holding History

Cassady Schiller Wealth Management’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
2024
Q4 		$1.24K Buy
+18
New +$1.27K ﹤0.01% 728

Other funds holding TREX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

Cassady Schiller Wealth Management's TREX Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Trex (TREX) in Q4 2024: 18 shares worth $1.24K. The stake represents ﹤0.01% of the portfolio and ranks #728 among its holdings.

464 funds tracked by Wall St. Rank hold TREX as of Q4 2024.

  • Cassady Schiller Wealth Management held 18 shares of Trex worth $1.24K as of Q4 2024.
  • Trex was a new Cassady Schiller Wealth Management position in Q4 2024.
  • Trex made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #728 holding.
  • 464 funds tracked by Wall St. Rank held Trex as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.