JWA
TREX icon

JFS Wealth Advisors’s Trex TREX Stock Holding History

JFS Wealth Advisors’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
2026
Q2 		$201 Hold
4
– – ﹤0.01% 2147
2026
Q1 		$146 Hold
4
– – ﹤0.01% 1834
2025
Q4 		$141 Sell
4
-57
-93% -$2.31K ﹤0.01% 1878
2025
Q3 		$3.15K Sell
61
-1
-2% -$61 ﹤0.01% 1296
2025
Q2 		$3.37K Sell
62
-11
-15% -$623 ﹤0.01% 1223
2025
Q1 		$4.24K Sell
73
-3
-4% -$195 ﹤0.01% 1178
2024
Q4 		$5.25K Buy
76
+1
+1% +$70 ﹤0.01% 1113
2024
Q3 		$4.99K Buy
75
+1
+1% +$70 ﹤0.01% 1119
2024
Q2 		$5.49K Hold
74
– – ﹤0.01% 1025
2024
Q1 		$7.38K Hold
74
– – ﹤0.01% 925
2023
Q4 		$6.13K Sell
74
-1
-1% -$66 ﹤0.01% 975
2023
Q3 		$4.62K Buy
75
+3
+4% +$206 ﹤0.01% 1015
2023
Q2 		$4.72K Hold
72
– – ﹤0.01% 1031
2023
Q1 		$3.5K Buy
72
+24
+50% +$1.21K ﹤0.01% 1137
2022
Q4 		$2.03K Sell
48
-165
-77% -$7.49K ﹤0.01% 1363
2022
Q3 		$9K Sell
213
-60
-22% -$3.21K ﹤0.01% 780
2022
Q2 		$15K Buy
273
+71
+35% +$4.28K ﹤0.01% 654
2022
Q1 		$13K Sell
202
-17
-8% -$1.51K ﹤0.01% 722
2021
Q4 		$30K Buy
219
+23
+12% +$2.76K ﹤0.01% 502
2021
Q3 		$20K Buy
+196
New +$20.5K ﹤0.01% 547

Other funds holding TREX

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
RSC
Red Spruce Capital Berwyn, Pennsylvania $287M AUM 38.81% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
KAM
Kopion Asset Management Mckinney, Texas $158M AUM 11.93% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
CFMC
Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return