JWM
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Janiczek Wealth Management’s Trex TREX Stock Holding History

Janiczek 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
2024
Q2 		$41.5K Buy
560
+396
+241% +$34.6K 0.01% 436
2024
Q1 		$16.4K Buy
+164
New +$14.6K ﹤0.01% 601
2022
Q1 		– Sell
-36
Closed -$5K – 1071
2021
Q4 		$5K Hold
36
– – ﹤0.01% 714
2021
Q3 		$4K Sell
36
-8
-18% -$836 ﹤0.01% 738
2021
Q2 		$4K Sell
44
-20
-31% -$2.02K ﹤0.01% 705
2021
Q1 		$6K Buy
64
+50
+357% +$4.7K ﹤0.01% 625
2020
Q4 		$1K Buy
+14
New +$1.07K ﹤0.01% 768

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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

Janiczek Wealth Management's TREX Position: Q2 2024 in Review

Janiczek Wealth Management increased its Trex (TREX) stake by 241% in Q2 2024, buying an estimated $34.6K and bringing the position to 560 shares worth $41.5K. The position accounts for 0.01% of the portfolio, ranked #436.

Janiczek Wealth Management first reported a position in TREX in Q4 2020 and has held it in 7 quarters since. 521 funds tracked by Wall St. Rank hold TREX as of Q2 2024.

  • Janiczek Wealth Management held 560 shares of Trex worth $41.5K as of Q2 2024.
  • Janiczek Wealth Management bought 396 Trex shares in Q2 2024, an estimated $34.6K.
  • Trex made up 0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #436 holding.
  • Janiczek Wealth Management first reported a position in Trex in Q4 2020 and has held it in 7 quarters since.
  • 521 funds tracked by Wall St. Rank held Trex as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.