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CLA (CliftonLarsonAllen) Wealth Advisors’s Trex TREX Stock Holding History

CLA (CliftonLarsonAllen) Wealth 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
2021
Q4 		– Sell
-2,400
Closed -$245K – 284
2021
Q3 		$245K Hold
2,400
– – 0.01% 288
2021
Q2 		$245K Buy
+2,400
New +$242K 0.01% 291

Other funds holding TREX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's TREX Position: Q4 2021 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of Trex (TREX) in Q4 2021, closing a stake of 2,400 shares — an estimated $245K sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in TREX in Q2 2021 and held it in 2 quarters. The position peaked at $245K in Q3 2021. 559 funds tracked by Wall St. Rank hold TREX as of Q4 2021.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining Trex position as of Q4 2021 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 2,400 Trex shares in Q4 2021, an estimated $245K.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Trex in Q2 2021 and held it in 2 quarters.
  • CLA (CliftonLarsonAllen) Wealth Advisors's Trex position peaked at $245K in Q3 2021.
  • 559 funds tracked by Wall St. Rank held Trex as of Q4 2021.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q4 2021, filed 26 Jan 2022.