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Gradient Investments’s Trex TREX Stock Holding History

Gradient Investments’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
Q1 		– Sell
-45
Closed -$1.91K – 1638
2022
Q4 		$1.91K Buy
+45
New +$2.04K ﹤0.01% 1097
2019
Q4 		– Sell
-316
Closed -$14K – 1233
2019
Q3 		$14K Hold
316
– – ﹤0.01% 596
2019
Q2 		$11K Buy
+316
New +$10.7K ﹤0.01% 632

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
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
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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Gradient Investments's TREX Position: Q1 2023 in Review

Gradient Investments sold out of Trex (TREX) in Q1 2023, closing a stake of 45 shares — an estimated $1.91K sold.

Gradient Investments first reported a position in TREX in Q2 2019 and held it in 3 quarters. The position peaked at $14K in Q3 2019. 427 funds tracked by Wall St. Rank hold TREX as of Q1 2023.

  • Gradient Investments reported no remaining Trex position as of Q1 2023 after selling out during the quarter.
  • Gradient Investments sold 45 Trex shares in Q1 2023, an estimated $1.91K.
  • Gradient Investments first reported a position in Trex in Q2 2019 and held it in 3 quarters.
  • Gradient Investments's Trex position peaked at $14K in Q3 2019.
  • 427 funds tracked by Wall St. Rank held Trex as of Q1 2023.

Based on Gradient Investments's 13F filing for Q1 2023, filed 17 Apr 2023.