Pinnacle Private Wealth’s Trex TREX Stock Holding History

Pinnacle Private Wealth’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 Q1	–	Sell	-2,280	Closed	-$308K	–	332
2021 Q4	$308K	Buy	+2,280	New	+$274K	0.1%	207

Other funds holding TREX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Pinnacle Private Wealth's TREX Position: Q1 2022 in Review

Pinnacle Private Wealth sold out of Trex (TREX) in Q1 2022, closing a stake of 2,280 shares — an estimated $308K sold.

Pinnacle Private Wealth first reported a position in TREX in Q4 2021 and held it in 1 quarter. The position peaked at $308K in Q4 2021. 478 funds tracked by Wall St. Rank hold TREX as of Q1 2022.

Pinnacle Private Wealth reported no remaining Trex position as of Q1 2022 after selling out during the quarter.
Pinnacle Private Wealth sold 2,280 Trex shares in Q1 2022, an estimated $308K.
Pinnacle Private Wealth first reported a position in Trex in Q4 2021 and held it in 1 quarter.
Pinnacle Private Wealth's Trex position peaked at $308K in Q4 2021.
478 funds tracked by Wall St. Rank held Trex as of Q1 2022.

Based on Pinnacle Private Wealth's 13F filing for Q1 2022, filed 29 Apr 2022.