PCA
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Personal Capital Advisors’s Trex TREX Stock Holding History

Personal Capital 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
2022
Q4 		$5.68M Buy
134,176
+68,108
+103% +$3.09M 0.03% 191
2022
Q3 		$2.9M Buy
66,068
+14,029
+27% +$750K 0.02% 195
2022
Q2 		$2.83M Sell
52,039
-39,408
-43% -$2.38M 0.01% 199
2022
Q1 		$5.97M Buy
91,447
+9,972
+12% +$888K 0.03% 195
2021
Q4 		$11M Buy
81,475
+5,455
+7% +$655K 0.05% 171
2021
Q3 		$7.75M Buy
76,020
+8,072
+12% +$844K 0.04% 186
2021
Q2 		$6.95M Buy
67,948
+15,115
+29% +$1.53M 0.04% 192
2021
Q1 		$4.84M Buy
+52,833
New +$4.97M 0.03% 205

Other funds holding TREX

BlackRock
BlackRock New York $5.7T AUM 30.48% 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
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return