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Lenox Wealth Advisors’s Trex TREX Stock Holding History

Lenox 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
2020
Q2 		– Sell
-146
Closed -$6K – 784
2020
Q1 		$6K Buy
+146
New +$6.84K ﹤0.01% 408
2018
Q2 		– Sell
-400
Closed -$11K – 644
2018
Q1 		$11K Hold
400
– – ﹤0.01% 354
2017
Q4 		$11K Buy
+400
New +$10.2K ﹤0.01% 167

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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Lenox Wealth Advisors's TREX Position: Q2 2020 in Review

Lenox Wealth Advisors sold out of Trex (TREX) in Q2 2020, closing a stake of 146 shares — an estimated $6K sold.

Lenox Wealth Advisors first reported a position in TREX in Q4 2017 and held it in 3 quarters. The position peaked at $11K in Q1 2018. 389 funds tracked by Wall St. Rank hold TREX as of Q2 2020.

  • Lenox Wealth Advisors reported no remaining Trex position as of Q2 2020 after selling out during the quarter.
  • Lenox Wealth Advisors sold 146 Trex shares in Q2 2020, an estimated $6K.
  • Lenox Wealth Advisors first reported a position in Trex in Q4 2017 and held it in 3 quarters.
  • Lenox Wealth Advisors's Trex position peaked at $11K in Q1 2018.
  • 389 funds tracked by Wall St. Rank held Trex as of Q2 2020.

Based on Lenox Wealth Advisors's 13F filing for Q2 2020, filed 14 Jul 2020.