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LGT Financial Advisors’s Trex TREX Stock Holding History

LGT Financial 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 		– Sell
-92
Closed -$6.35K – 690
2024
Q4 		$6.35K Hold
92
– – 0.01% 517
2024
Q3 		$6.13K Sell
92
-46
-33% -$3.23K 0.02% 500
2024
Q2 		$10.2K Buy
138
+46
+50% +$4.02K 0.02% 469
2024
Q1 		$9.18K Hold
92
– – 0.01% 513
2023
Q4 		$7.62K Hold
92
– – 0.01% 542
2023
Q3 		$5.67K Buy
+92
New +$6.31K 0.01% 587

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LGT Financial Advisors's TREX Position: Q1 2025 in Review

LGT Financial Advisors sold out of Trex (TREX) in Q1 2025, closing a stake of 92 shares — an estimated $6.35K sold.

LGT Financial Advisors first reported a position in TREX in Q3 2023 and held it in 6 quarters. The position peaked at $10.2K in Q2 2024. 440 funds tracked by Wall St. Rank hold TREX as of Q1 2025.

  • LGT Financial Advisors reported no remaining Trex position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 92 Trex shares in Q1 2025, an estimated $6.35K.
  • LGT Financial Advisors first reported a position in Trex in Q3 2023 and held it in 6 quarters.
  • LGT Financial Advisors's Trex position peaked at $10.2K in Q2 2024.
  • 440 funds tracked by Wall St. Rank held Trex as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.