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Gilliland Jeter Wealth Management’s Trex TREX Stock Holding History

Gilliland Jeter Wealth 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
2024
Q4 		– Sell
-46
Closed -$3.06K – 588
2024
Q3 		$3.06K Hold
46
– – ﹤0.01% 579
2024
Q2 		$3.41K Hold
46
– – ﹤0.01% 555
2024
Q1 		$4.59K Buy
+46
New +$4.1K ﹤0.01% 503

Other funds holding TREX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

Gilliland Jeter Wealth Management's TREX Position: Q4 2024 in Review

Gilliland Jeter Wealth Management sold out of Trex (TREX) in Q4 2024, closing a stake of 46 shares — an estimated $3.06K sold.

Gilliland Jeter Wealth Management first reported a position in TREX in Q1 2024 and held it in 3 quarters. The position peaked at $4.59K in Q1 2024. 464 funds tracked by Wall St. Rank hold TREX as of Q4 2024.

  • Gilliland Jeter Wealth Management reported no remaining Trex position as of Q4 2024 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 46 Trex shares in Q4 2024, an estimated $3.06K.
  • Gilliland Jeter Wealth Management first reported a position in Trex in Q1 2024 and held it in 3 quarters.
  • Gilliland Jeter Wealth Management's Trex position peaked at $4.59K in Q1 2024.
  • 464 funds tracked by Wall St. Rank held Trex as of Q4 2024.

Based on Gilliland Jeter Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.