First Foundation Advisors’s Trex TREX Stock Holding History

First Foundation 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
2022 Q1	–	Sell	-1,681	Closed	-$227K	–	457
2021 Q4	$227K	Buy	+1,681	New	+$202K	0.01%	392
2019 Q1	–	Sell	-49,000	Closed	-$1.45M	–	383
2018 Q4	$1.45M	Sell	49,000 -17,300	-26%	-$542K	0.09%	138
2018 Q3	$2.55M	Buy	66,300 +53,300	+410%	+$2.05M	0.14%	96
2018 Q2	$407K	Buy	+13,000	New	+$377K	0.02%	232
2017 Q2	–	Sell	-40,000	Closed	-$694K	–	336
2017 Q1	$694K	Buy	+40,000	New	+$689K	0.04%	175

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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

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

First Foundation Advisors's TREX Position: Q1 2022 in Review

First Foundation Advisors sold out of Trex (TREX) in Q1 2022, closing a stake of 1,681 shares — an estimated $227K sold.

First Foundation Advisors first reported a position in TREX in Q1 2017 and held it in 5 quarters. The position peaked at $2.55M in Q3 2018. 478 funds tracked by Wall St. Rank hold TREX as of Q1 2022.

First Foundation Advisors reported no remaining Trex position as of Q1 2022 after selling out during the quarter.
First Foundation Advisors sold 1,681 Trex shares in Q1 2022, an estimated $227K.
First Foundation Advisors first reported a position in Trex in Q1 2017 and held it in 5 quarters.
First Foundation Advisors's Trex position peaked at $2.55M in Q3 2018.
478 funds tracked by Wall St. Rank held Trex as of Q1 2022.

Based on First Foundation Advisors's 13F filing for Q1 2022, filed 5 May 2022.