Legacy Advisors’s Trex TREX Stock Holding History

Legacy 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
2025 Q1	$384K	Buy	6,615 +1,201	+22%	+$78K	0.04%	297
2024 Q4	$374K	Buy	+5,414	New	+$382K	0.04%	285

Other funds holding TREX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Legacy Advisors's TREX Position: Q1 2025 in Review

Legacy Advisors increased its Trex (TREX) stake by 22% in Q1 2025, buying an estimated $78K and bringing the position to 6,615 shares worth $384K. The position accounts for 0.04% of the portfolio, ranked #297.

Legacy Advisors first reported a position in TREX in Q4 2024 and has held it in 2 quarters since. 441 funds tracked by Wall St. Rank hold TREX as of Q1 2025.

Legacy Advisors held 6,615 shares of Trex worth $384K as of Q1 2025.
Legacy Advisors bought 1,201 Trex shares in Q1 2025, an estimated $78K.
Trex made up 0.04% of Legacy Advisors's portfolio in Q1 2025, its #297 holding.
Legacy Advisors first reported a position in Trex in Q4 2024 and has held it in 2 quarters since.
441 funds tracked by Wall St. Rank held Trex as of Q1 2025.

Based on Legacy Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.