Crewe Advisors’s Trex TREX Stock Holding History

Crewe 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
2025 Q2	–	Sell	-48	Closed	-$2.79K	–	830
2025 Q1	$2.79K	Buy	+48	New	+$3.12K	﹤0.01%	531
2022 Q4	–	Sell	-14	Closed	-$1K	–	1266
2022 Q3	$1K	Buy	+14	New	+$749	﹤0.01%	1209

Other funds holding TREX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

ACM

Anomaly Capital Management New York $2.62B AUM 23.26% 1-Year Est. Return

Crewe Advisors's TREX Position: Q2 2025 in Review

Crewe Advisors sold out of Trex (TREX) in Q2 2025, closing a stake of 48 shares — an estimated $2.79K sold.

Crewe Advisors first reported a position in TREX in Q3 2022 and held it in 2 quarters. The position peaked at $2.79K in Q1 2025. 446 funds tracked by Wall St. Rank hold TREX as of Q2 2025.

Crewe Advisors reported no remaining Trex position as of Q2 2025 after selling out during the quarter.
Crewe Advisors sold 48 Trex shares in Q2 2025, an estimated $2.79K.
Crewe Advisors first reported a position in Trex in Q3 2022 and held it in 2 quarters.
Crewe Advisors's Trex position peaked at $2.79K in Q1 2025.
446 funds tracked by Wall St. Rank held Trex as of Q2 2025.

Based on Crewe Advisors's 13F filing for Q2 2025, filed 30 Jul 2025.