FMP
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Financial Management Professionals’s Trex TREX Stock Holding History

Financial Management Professionals’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
2026
Q2 		$400 Hold
8
– – ﹤0.01% 978
2026
Q1 		$291 Buy
8
+4
+100% +$161 ﹤0.01% 919
2025
Q4 		$140 Buy
+4
New +$162 ﹤0.01% 950
2024
Q4 		– Sell
-7
Closed – – 1049
2024
Q3 		$0 Hold
7
– – ﹤0.01% 1047
2024
Q2 		$1K Hold
7
– – ﹤0.01% 859
2024
Q1 		$1K Hold
7
– – ﹤0.01% 909
2023
Q4 		$1K Hold
7
– – ﹤0.01% 894
2023
Q3 		$0 Buy
+7
New +$480 ﹤0.01% 1056
2023
Q2 		– Sell
-15
Closed -$1K – 1110
2023
Q1 		$1K Hold
15
– – ﹤0.01% 948
2022
Q4 		$1K Hold
15
– – ﹤0.01% 870
2022
Q3 		$1K Sell
15
-20
-57% -$1.07K ﹤0.01% 871
2022
Q2 		$2K Hold
35
– – ﹤0.01% 781
2022
Q1 		$2K Buy
35
+28
+400% +$2.49K ﹤0.01% 819
2021
Q4 		$1K Buy
+7
New +$840 ﹤0.01% 907

Other funds holding TREX

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
RSC
Red Spruce Capital Berwyn, Pennsylvania $287M AUM 38.81% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
KAM
Kopion Asset Management Mckinney, Texas $158M AUM 11.93% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
CFMC
Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return