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Oliver Lagore Vanvalin Investment Group’s Trex TREX Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
2024
Q4 		$9.6K Buy
+139
New +$9.8K ﹤0.01% 451
2024
Q2 		– Sell
-98
Closed -$9.78K – 815
2024
Q1 		$9.78K Hold
98
– – ﹤0.01% 417
2023
Q4 		$8.11K Hold
98
– – ﹤0.01% 447
2023
Q3 		$6.04K Hold
98
– – ﹤0.01% 518
2023
Q2 		$6.42K Hold
98
– – ﹤0.01% 541
2023
Q1 		$4.77K Hold
98
– – ﹤0.01% 495
2022
Q4 		$4.15K Hold
98
– – ﹤0.01% 488
2022
Q3 		$4K Hold
98
– – ﹤0.01% 474
2022
Q2 		$5K Hold
98
– – ﹤0.01% 424
2022
Q1 		$6K Buy
+98
New +$8.73K ﹤0.01% 397

Other funds holding TREX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's TREX Position: Q4 2024 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in Trex (TREX) in Q4 2024: 139 shares worth $9.6K. The stake represents ﹤0.01% of the portfolio and ranks #451 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in TREX as recently as Q1 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in TREX in Q1 2022 and has held it in 10 quarters since. The position peaked at $9.78K in Q1 2024. 465 funds tracked by Wall St. Rank hold TREX as of Q4 2024.

  • Oliver Lagore Vanvalin Investment Group held 139 shares of Trex worth $9.6K as of Q4 2024.
  • Trex was a new Oliver Lagore Vanvalin Investment Group position in Q4 2024.
  • Trex made up ﹤0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q4 2024, its #451 holding.
  • Oliver Lagore Vanvalin Investment Group first reported a position in Trex in Q1 2022 and has held it in 10 quarters since.
  • Oliver Lagore Vanvalin Investment Group's Trex position peaked at $9.78K in Q1 2024.
  • 465 funds tracked by Wall St. Rank held Trex as of Q4 2024.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q4 2024, filed 1 Apr 2025.