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Marshall Financial Group (Maryland)’s Trex TREX Stock Holding History

Marshall Financial Group (Maryland)’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
-18,775
Closed -$795K – 192
2022
Q4 		$795K Buy
+18,775
New +$852K 0.31% 110

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WA
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ClearBridge Investments
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AllianceBernstein
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 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

Marshall Financial Group (Maryland)'s TREX Position: Q1 2023 in Review

Marshall Financial Group (Maryland) sold out of Trex (TREX) in Q1 2023, closing a stake of 18,775 shares — an estimated $795K sold.

Marshall Financial Group (Maryland) first reported a position in TREX in Q4 2022 and held it in 1 quarter. The position peaked at $795K in Q4 2022. 427 funds tracked by Wall St. Rank hold TREX as of Q1 2023.

  • Marshall Financial Group (Maryland) reported no remaining Trex position as of Q1 2023 after selling out during the quarter.
  • Marshall Financial Group (Maryland) sold 18,775 Trex shares in Q1 2023, an estimated $795K.
  • Marshall Financial Group (Maryland) first reported a position in Trex in Q4 2022 and held it in 1 quarter.
  • Marshall Financial Group (Maryland)'s Trex position peaked at $795K in Q4 2022.
  • 427 funds tracked by Wall St. Rank held Trex as of Q1 2023.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q1 2023, filed 18 Apr 2023.