Impact Partnership Wealth’s Trex TREX Stock Holding History

Impact Partnership Wealth’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 Q3	–	Sell	-880	Closed	-$57.7K	–	1203
2023 Q2	$57.7K	Buy	+880	New	+$49.1K	0.02%	245

Other funds holding TREX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Impact Partnership Wealth's TREX Position: Q3 2023 in Review

Impact Partnership Wealth sold out of Trex (TREX) in Q3 2023, closing a stake of 880 shares — an estimated $57.7K sold.

Impact Partnership Wealth first reported a position in TREX in Q2 2023 and held it in 1 quarter. The position peaked at $57.7K in Q2 2023. 481 funds tracked by Wall St. Rank hold TREX as of Q3 2023.

Impact Partnership Wealth reported no remaining Trex position as of Q3 2023 after selling out during the quarter.
Impact Partnership Wealth sold 880 Trex shares in Q3 2023, an estimated $57.7K.
Impact Partnership Wealth first reported a position in Trex in Q2 2023 and held it in 1 quarter.
Impact Partnership Wealth's Trex position peaked at $57.7K in Q2 2023.
481 funds tracked by Wall St. Rank held Trex as of Q3 2023.

Based on Impact Partnership Wealth's 13F filing for Q3 2023, filed 17 Oct 2023.