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Mirabella Financial Services’s Trex TREX Stock Holding History

Mirabella Financial Services’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
2026
Q1 		$248K Buy
+6,796
New +$273K 0.02% 632
2025
Q2 		– Sell
-24,254
Closed -$1.41M – 294
2025
Q1 		$1.41M Buy
+24,254
New +$1.58M 0.03% 203
2024
Q3 		– Sell
-11,438
Closed -$848K – 443
2024
Q2 		$848K Buy
+11,438
New +$1M 0.06% 179
2023
Q4 		– Sell
-6,186
Closed -$381K – 589
2023
Q3 		$381K Buy
+6,186
New +$424K 0.05% 255
2023
Q2 		– Sell
-5,968
Closed -$290K – 661
2023
Q1 		$290K Buy
+5,968
New +$302K 0.05% 283

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BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return