PWA
TREX icon

Pinnacle Wealth Advisors’s Trex TREX Stock Holding History

Pinnacle Wealth 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 		$381K Buy
+3,732
New +$377K 0.02% 292

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

Pinnacle Wealth Advisors's TREX Position: Q2 2021 in Review

Pinnacle Wealth Advisors opened a new position in Trex (TREX) in Q2 2021: 3,732 shares worth $381K. The stake represents 0.02% of the portfolio and ranks #292 among its holdings.

477 funds tracked by Wall St. Rank hold TREX as of Q2 2021.

  • Pinnacle Wealth Advisors held 3,732 shares of Trex worth $381K as of Q2 2021.
  • Trex was a new Pinnacle Wealth Advisors position in Q2 2021.
  • Trex made up 0.02% of Pinnacle Wealth Advisors's portfolio in Q2 2021, its #292 holding.
  • 477 funds tracked by Wall St. Rank held Trex as of Q2 2021.

Based on Pinnacle Wealth Advisors's 13F filing for Q2 2021, filed 21 Jul 2021.