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Plante Moran Financial Advisors’s Trex TREX Stock Holding History

Plante Moran Financial 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
Q1 		– Sell
-10
Closed -$1K – 1006
2021
Q4 		$1K Buy
+10
New +$1.2K ﹤0.01% 983
2021
Q3 		– Sell
-35
Closed -$4K – 1019
2021
Q2 		$4K Buy
+35
New +$3.53K ﹤0.01% 829
2020
Q4 		– Sell
-80
Closed -$6K – 989
2020
Q3 		$6K Buy
+80
New +$5.54K ﹤0.01% 673

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Plante Moran Financial Advisors's TREX Position: Q1 2022 in Review

Plante Moran Financial Advisors sold out of Trex (TREX) in Q1 2022, closing a stake of 10 shares — an estimated $1K sold.

Plante Moran Financial Advisors first reported a position in TREX in Q3 2020 and held it in 3 quarters. The position peaked at $6K in Q3 2020. 478 funds tracked by Wall St. Rank hold TREX as of Q1 2022.

  • Plante Moran Financial Advisors reported no remaining Trex position as of Q1 2022 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 10 Trex shares in Q1 2022, an estimated $1K.
  • Plante Moran Financial Advisors first reported a position in Trex in Q3 2020 and held it in 3 quarters.
  • Plante Moran Financial Advisors's Trex position peaked at $6K in Q3 2020.
  • 478 funds tracked by Wall St. Rank held Trex as of Q1 2022.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2022, filed 6 May 2022.