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Laird Norton Wetherby Wealth Management’s Trex TREX Stock Holding History

Laird Norton Wetherby 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
2022
Q1 		– Sell
-1,770
Closed -$239K – 974
2021
Q4 		$239K Buy
+1,770
New +$212K 0.01% 800
2021
Q1 		– Sell
-2,826
Closed -$237K – 894
2020
Q4 		$237K Buy
+2,826
New +$216K 0.02% 759

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 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
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's TREX Position: Q1 2022 in Review

Laird Norton Wetherby Wealth Management sold out of Trex (TREX) in Q1 2022, closing a stake of 1,770 shares — an estimated $239K sold.

Laird Norton Wetherby Wealth Management first reported a position in TREX in Q4 2020 and held it in 2 quarters. The position peaked at $239K in Q4 2021. 478 funds tracked by Wall St. Rank hold TREX as of Q1 2022.

  • Laird Norton Wetherby Wealth Management reported no remaining Trex position as of Q1 2022 after selling out during the quarter.
  • Laird Norton Wetherby Wealth Management sold 1,770 Trex shares in Q1 2022, an estimated $239K.
  • Laird Norton Wetherby Wealth Management first reported a position in Trex in Q4 2020 and held it in 2 quarters.
  • Laird Norton Wetherby Wealth Management's Trex position peaked at $239K in Q4 2021.
  • 478 funds tracked by Wall St. Rank held Trex as of Q1 2022.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.