CAS
TREX icon

Coppell Advisory Solutions’s Trex TREX Stock Holding History

Coppell Advisory Solutions’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
2025
Q1 		– Sell
-474
Closed -$32.8K – 1733
2024
Q4 		$32.8K Hold
474
– – ﹤0.01% 715
2024
Q3 		$32.2K Sell
474
-256
-35% -$18K ﹤0.01% 692
2024
Q2 		$54.1K Buy
+730
New +$63.9K 0.01% 480
2023
Q4 		$39.2K Buy
+474
New +$31.4K 0.01% 549

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
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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Coppell Advisory Solutions's TREX Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Trex (TREX) in Q1 2025, closing a stake of 474 shares — an estimated $32.8K sold.

Coppell Advisory Solutions first reported a position in TREX in Q4 2023 and held it in 4 quarters. The position peaked at $54.1K in Q2 2024. 440 funds tracked by Wall St. Rank hold TREX as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Trex position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 474 Trex shares in Q1 2025, an estimated $32.8K.
  • Coppell Advisory Solutions first reported a position in Trex in Q4 2023 and held it in 4 quarters.
  • Coppell Advisory Solutions's Trex position peaked at $54.1K in Q2 2024.
  • 440 funds tracked by Wall St. Rank held Trex as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.