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Householder Group Estate & Retirement Specialist’s Trex TREX Stock Holding History

Householder Group Estate & Retirement Specialist’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
-2,512
Closed -$167K – 1163
2024
Q3 		$167K Hold
2,512
– – 0.05% 278
2024
Q2 		$186K Hold
2,512
– – 0.05% 254
2024
Q1 		$251K Hold
2,512
– – 0.07% 218
2023
Q4 		$207K Sell
2,512
-194
-7% -$12.9K 0.07% 237
2023
Q3 		$167K Buy
+2,706
New +$186K 0.06% 238
2023
Q1 		$132K Hold
2,706
– – 0.05% 248
2022
Q4 		$114K Sell
2,706
-390
-13% -$17.7K 0.17% 66
2022
Q3 		$136K Buy
+3,096
New +$166K 0.06% 218
2022
Q1 		– Sell
-2,512
Closed -$339K – 206
2021
Q4 		$339K Buy
+2,512
New +$302K 0.13% 153

Other funds holding TREX

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $4.6B AUM 16.08% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's TREX Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Trex (TREX) in Q4 2024, closing a stake of 2,512 shares — an estimated $167K sold.

Householder Group Estate & Retirement Specialist first reported a position in TREX in Q4 2021 and held it in 9 quarters. The position peaked at $339K in Q4 2021. 465 funds tracked by Wall St. Rank hold TREX as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Trex position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 2,512 Trex shares in Q4 2024, an estimated $167K.
  • Householder Group Estate & Retirement Specialist first reported a position in Trex in Q4 2021 and held it in 9 quarters.
  • Householder Group Estate & Retirement Specialist's Trex position peaked at $339K in Q4 2021.
  • 465 funds tracked by Wall St. Rank held Trex as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.