Kula Investments’s Trex TREX Stock Holding History

Kula Investments’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 Q1	–	Sell	-33,874	Closed	-$1.43M	–	849
2022 Q4	$1.43M	Buy	+33,874	New	+$1.54M	0.42%	14

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

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

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

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

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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

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

Kula Investments's TREX Position: Q1 2023 in Review

Kula Investments sold out of Trex (TREX) in Q1 2023, closing a stake of 33,874 shares — an estimated $1.43M sold.

Kula Investments first reported a position in TREX in Q4 2022 and held it in 1 quarter. The position peaked at $1.43M in Q4 2022. 427 funds tracked by Wall St. Rank hold TREX as of Q1 2023.

Kula Investments reported no remaining Trex position as of Q1 2023 after selling out during the quarter.
Kula Investments sold 33,874 Trex shares in Q1 2023, an estimated $1.43M.
Kula Investments first reported a position in Trex in Q4 2022 and held it in 1 quarter.
Kula Investments's Trex position peaked at $1.43M in Q4 2022.
427 funds tracked by Wall St. Rank held Trex as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.