J. Goldman & Co’s Trex TREX Stock Holding History

J. Goldman & Co’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 Q2	–	Sell	-267,800	Closed	-$13M	–	494
2023 Q1	$13M	Buy	+267,800	New	+$13.5M	0.53%	59
2022 Q3	–	Sell	-78,700	Closed	-$4.28M	–	493
2022 Q2	$4.28M	Buy	+78,700	New	+$4.75M	0.21%	120

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

ACM

Anomaly Capital Management New York $1.65B AUM 26.47% 1-Year Est. Return

J. Goldman & Co's TREX Position: Q4 2024 in Review

J. Goldman & Co sold out of Trex (TREX) in Q4 2024, closing a stake of 138,673 shares — an estimated $9.23M sold.

J. Goldman & Co first reported a position in TREX in Q2 2022 and held it in 6 quarters. The position peaked at $19.8M in Q2 2022. 464 funds tracked by Wall St. Rank hold TREX as of Q4 2024.

J. Goldman & Co reported no remaining Trex position as of Q4 2024 after selling out during the quarter.
J. Goldman & Co sold 138,673 Trex shares in Q4 2024, an estimated $9.23M.
J. Goldman & Co first reported a position in Trex in Q2 2022 and held it in 6 quarters.
J. Goldman & Co's Trex position peaked at $19.8M in Q2 2022.
464 funds tracked by Wall St. Rank held Trex as of Q4 2024.

Based on J. Goldman & Co's 13F filing for Q4 2024, filed 14 Feb 2025.