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Financial Advocates Investment Management’s Trex TREX Stock Holding History

Financial Advocates Investment 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
2022
Q4 		– Sell
-8,063
Closed -$895K – 866
2022
Q3 		$895K Buy
+8,063
New +$431K 0.07% 278

Other funds holding TREX

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Financial Advocates Investment Management's TREX Position: Q4 2022 in Review

Financial Advocates Investment Management sold out of Trex (TREX) in Q4 2022, closing a stake of 8,063 shares — an estimated $895K sold.

Financial Advocates Investment Management first reported a position in TREX in Q3 2022 and held it in 1 quarter. The position peaked at $895K in Q3 2022. 454 funds tracked by Wall St. Rank hold TREX as of Q4 2022.

  • Financial Advocates Investment Management reported no remaining Trex position as of Q4 2022 after selling out during the quarter.
  • Financial Advocates Investment Management sold 8,063 Trex shares in Q4 2022, an estimated $895K.
  • Financial Advocates Investment Management first reported a position in Trex in Q3 2022 and held it in 1 quarter.
  • Financial Advocates Investment Management's Trex position peaked at $895K in Q3 2022.
  • 454 funds tracked by Wall St. Rank held Trex as of Q4 2022.

Based on Financial Advocates Investment Management's 13F filing for Q4 2022, filed 15 Feb 2023.