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Gideon Capital Advisors’s Trex TREX Stock Holding History

Gideon Capital 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
2019
Q4 		– Sell
-6,460
Closed -$294K – 383
2019
Q3 		$294K Buy
+6,460
New +$261K 0.1% 236
2019
Q2 		– Sell
-13,738
Closed -$423K – 431
2019
Q1 		$423K Buy
+13,738
New +$480K 0.15% 204

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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Gideon Capital Advisors's TREX Position: Q4 2019 in Review

Gideon Capital Advisors sold out of Trex (TREX) in Q4 2019, closing a stake of 6,460 shares — an estimated $294K sold.

Gideon Capital Advisors first reported a position in TREX in Q1 2019 and held it in 2 quarters. The position peaked at $423K in Q1 2019. 335 funds tracked by Wall St. Rank hold TREX as of Q4 2019.

  • Gideon Capital Advisors reported no remaining Trex position as of Q4 2019 after selling out during the quarter.
  • Gideon Capital Advisors sold 6,460 Trex shares in Q4 2019, an estimated $294K.
  • Gideon Capital Advisors first reported a position in Trex in Q1 2019 and held it in 2 quarters.
  • Gideon Capital Advisors's Trex position peaked at $423K in Q1 2019.
  • 335 funds tracked by Wall St. Rank held Trex as of Q4 2019.

Based on Gideon Capital Advisors's 13F filing for Q4 2019, filed 11 Feb 2020.