Milestone Advisory Partners’s Trex TREX Stock Holding History

Milestone Advisory Partners’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	-1,697	Closed	-$229K	–	97
2021 Q4	$229K	Buy	+1,697	New	+$204K	0.12%	83

Other funds holding TREX

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Milestone Advisory Partners's TREX Position: Q1 2022 in Review

Milestone Advisory Partners sold out of Trex (TREX) in Q1 2022, closing a stake of 1,697 shares — an estimated $229K sold.

Milestone Advisory Partners first reported a position in TREX in Q4 2021 and held it in 1 quarter. The position peaked at $229K in Q4 2021. 478 funds tracked by Wall St. Rank hold TREX as of Q1 2022.

Milestone Advisory Partners reported no remaining Trex position as of Q1 2022 after selling out during the quarter.
Milestone Advisory Partners sold 1,697 Trex shares in Q1 2022, an estimated $229K.
Milestone Advisory Partners first reported a position in Trex in Q4 2021 and held it in 1 quarter.
Milestone Advisory Partners's Trex position peaked at $229K in Q4 2021.
478 funds tracked by Wall St. Rank held Trex as of Q1 2022.

Based on Milestone Advisory Partners's 13F filing for Q1 2022, filed 10 May 2022.