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Heritage Wealth Management (Arizona)’s Trex TREX Stock Holding History

Heritage Wealth Management (Arizona)’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
2022
Q4 		$2.12K Buy
50
+25
+100% +$1.14K ﹤0.01% 976
2022
Q3 		$1K Buy
+25
New +$1.34K ﹤0.01% 981

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
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s TREX Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Trex (TREX) stake by 100% in Q4 2022, buying an estimated $1.14K and bringing the position to 50 shares worth $2.12K. The position accounts for ﹤0.01% of the portfolio, ranked #976.

Heritage Wealth Management (Arizona) first reported a position in TREX in Q3 2022 and has held it in 2 quarters since. 453 funds tracked by Wall St. Rank hold TREX as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 50 shares of Trex worth $2.12K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 25 Trex shares in Q4 2022, an estimated $1.14K.
  • Trex made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #976 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Trex in Q3 2022 and has held it in 2 quarters since.
  • 453 funds tracked by Wall St. Rank held Trex as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.