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Harvest Group Wealth Management’s Trex TREX Stock Holding History

Harvest Group 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
2021
Q1 		– Sell
-52
Closed -$4K – 656
2020
Q4 		$4K Hold
52
– – ﹤0.01% 282
2020
Q3 		$4K Hold
52
– – ﹤0.01% 289
2020
Q2 		$3K Hold
52
– – ﹤0.01% 284
2020
Q1 		$2K Sell
52
-192
-79% -$9K ﹤0.01% 329
2019
Q4 		$10K Hold
244
– – 0.01% 250
2019
Q3 		$11K Hold
244
– – 0.01% 247
2019
Q2 		$8K Hold
244
– – 0.01% 260
2019
Q1 		$8K Buy
+244
New +$8.53K 0.01% 297

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Harvest Group Wealth Management's TREX Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Trex (TREX) in Q1 2021, closing a stake of 52 shares — an estimated $4K sold.

Harvest Group Wealth Management first reported a position in TREX in Q1 2019 and held it in 8 quarters. The position peaked at $11K in Q3 2019. 474 funds tracked by Wall St. Rank hold TREX as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining Trex position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 52 Trex shares in Q1 2021, an estimated $4K.
  • Harvest Group Wealth Management first reported a position in Trex in Q1 2019 and held it in 8 quarters.
  • Harvest Group Wealth Management's Trex position peaked at $11K in Q3 2019.
  • 474 funds tracked by Wall St. Rank held Trex as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.