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FourThought Financial Partners’s Trex TREX Stock Holding History

FourThought Financial Partners’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
Q1 		– Sell
-6,789
Closed -$238K – 533
2025
Q4 		$238K Buy
6,789
+2,491
+58% +$101K 0.02% 398
2025
Q3 		$222K Buy
+4,298
New +$262K 0.02% 446

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VCM
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VPM
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AQR Capital Management
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WA
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State Street
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

FourThought Financial Partners's TREX Position: Q1 2026 in Review

FourThought Financial Partners sold out of Trex (TREX) in Q1 2026, closing a stake of 6,789 shares — an estimated $238K sold.

FourThought Financial Partners first reported a position in TREX in Q3 2025 and held it in 2 quarters. The position peaked at $238K in Q4 2025. 425 funds tracked by Wall St. Rank hold TREX as of Q1 2026.

  • FourThought Financial Partners reported no remaining Trex position as of Q1 2026 after selling out during the quarter.
  • FourThought Financial Partners sold 6,789 Trex shares in Q1 2026, an estimated $238K.
  • FourThought Financial Partners first reported a position in Trex in Q3 2025 and held it in 2 quarters.
  • FourThought Financial Partners's Trex position peaked at $238K in Q4 2025.
  • 425 funds tracked by Wall St. Rank held Trex as of Q1 2026.

Based on FourThought Financial Partners's 13F filing for Q1 2026, filed 7 May 2026.