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OneAscent Wealth Management’s Trex TREX Stock Holding History

OneAscent Wealth Management’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
Q1 		$206K Buy
+2,252
New +$212K 0.09% 197

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

OneAscent Wealth Management's TREX Position: Q1 2021 in Review

OneAscent Wealth Management opened a new position in Trex (TREX) in Q1 2021: 2,252 shares worth $206K. The stake represents 0.09% of the portfolio and ranks #197 among its holdings.

474 funds tracked by Wall St. Rank hold TREX as of Q1 2021.

  • OneAscent Wealth Management held 2,252 shares of Trex worth $206K as of Q1 2021.
  • Trex was a new OneAscent Wealth Management position in Q1 2021.
  • Trex made up 0.09% of OneAscent Wealth Management's portfolio in Q1 2021, its #197 holding.
  • 474 funds tracked by Wall St. Rank held Trex as of Q1 2021.

Based on OneAscent Wealth Management's 13F filing for Q1 2021, filed 27 Apr 2021.