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Freedom Investment Management’s Trex TREX Stock Holding History

Freedom 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
2023
Q4 		– Sell
-4,086
Closed -$252K – 789
2023
Q3 		$252K Buy
+4,086
New +$280K 0.03% 564
2022
Q1 		– Sell
-1,600
Closed -$216K – 939
2021
Q4 		$216K Buy
+1,600
New +$192K 0.02% 784
2021
Q2 		– Sell
-3,746
Closed -$343K – 914
2021
Q1 		$343K Buy
+3,746
New +$352K 0.03% 643

Other funds holding TREX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 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 $30.3B AUM 33.75% 1-Year Est. Return

Freedom Investment Management's TREX Position: Q4 2023 in Review

Freedom Investment Management sold out of Trex (TREX) in Q4 2023, closing a stake of 4,086 shares — an estimated $252K sold.

Freedom Investment Management first reported a position in TREX in Q1 2021 and held it in 3 quarters. The position peaked at $343K in Q1 2021. 483 funds tracked by Wall St. Rank hold TREX as of Q4 2023.

  • Freedom Investment Management reported no remaining Trex position as of Q4 2023 after selling out during the quarter.
  • Freedom Investment Management sold 4,086 Trex shares in Q4 2023, an estimated $252K.
  • Freedom Investment Management first reported a position in Trex in Q1 2021 and held it in 3 quarters.
  • Freedom Investment Management's Trex position peaked at $343K in Q1 2021.
  • 483 funds tracked by Wall St. Rank held Trex as of Q4 2023.

Based on Freedom Investment Management's 13F filing for Q4 2023, filed 14 Feb 2024.