Fiduciary Alliance’s Trex TREX Stock Holding History

Fiduciary Alliance’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
2023 Q1	–	Sell	-24	Closed	-$1.02K	–	807
2022 Q4	$1.02K	Buy	+24	New	+$1.09K	﹤0.01%	777

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

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

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

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

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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

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

Fiduciary Alliance's TREX Position: Q1 2023 in Review

Fiduciary Alliance sold out of Trex (TREX) in Q1 2023, closing a stake of 24 shares — an estimated $1.02K sold.

Fiduciary Alliance first reported a position in TREX in Q4 2022 and held it in 1 quarter. The position peaked at $1.02K in Q4 2022. 427 funds tracked by Wall St. Rank hold TREX as of Q1 2023.

Fiduciary Alliance reported no remaining Trex position as of Q1 2023 after selling out during the quarter.
Fiduciary Alliance sold 24 Trex shares in Q1 2023, an estimated $1.02K.
Fiduciary Alliance first reported a position in Trex in Q4 2022 and held it in 1 quarter.
Fiduciary Alliance's Trex position peaked at $1.02K in Q4 2022.
427 funds tracked by Wall St. Rank held Trex as of Q1 2023.

Based on Fiduciary Alliance's 13F filing for Q1 2023, filed 18 Apr 2023.