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Mountain Capital Investment Advisors’s Trex TREX Stock Holding History

Mountain Capital Investment 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
2021
Q2 		– Sell
-3,293
Closed -$334K – 147
2021
Q1 		$334K Sell
3,293
-3,379
-51% -$318K 0.17% 136
2020
Q4 		$600K Buy
+6,672
New +$511K 0.36% 93

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
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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Mountain Capital Investment Advisors's TREX Position: Q2 2021 in Review

Mountain Capital Investment Advisors sold out of Trex (TREX) in Q2 2021, closing a stake of 3,293 shares — an estimated $334K sold.

Mountain Capital Investment Advisors first reported a position in TREX in Q4 2020 and held it in 2 quarters. The position peaked at $600K in Q4 2020. 478 funds tracked by Wall St. Rank hold TREX as of Q2 2021.

  • Mountain Capital Investment Advisors reported no remaining Trex position as of Q2 2021 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 3,293 Trex shares in Q2 2021, an estimated $334K.
  • Mountain Capital Investment Advisors first reported a position in Trex in Q4 2020 and held it in 2 quarters.
  • Mountain Capital Investment Advisors's Trex position peaked at $600K in Q4 2020.
  • 478 funds tracked by Wall St. Rank held Trex as of Q2 2021.

Based on Mountain Capital Investment Advisors's 13F filing for Q2 2021, filed 9 Jul 2021.