Prestige Wealth Management Group’s Trex TREX Stock Holding History

Prestige Wealth Management Group’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
2026 Q1	–	Sell	-6	Closed	-$211	–	1170
2025 Q4	$211	Sell	6 -23	-79%	-$930	﹤0.01%	989
2025 Q3	$1.5K	Hold	29	–	–	﹤0.01%	797
2025 Q2	$1.58K	Buy	29 +6	+26%	+$340	﹤0.01%	782
2025 Q1	$1.34K	Sell	23 -6	-21%	-$390	﹤0.01%	803
2024 Q4	$2K	Hold	29	–	–	﹤0.01%	780
2024 Q3	$1.93K	Buy	29 +6	+26%	+$421	﹤0.01%	778
2024 Q2	$1.71K	Hold	23	–	–	﹤0.01%	751
2024 Q1	$2.29K	Hold	23	–	–	﹤0.01%	718
2023 Q4	$1.91K	Hold	23	–	–	﹤0.01%	755
2023 Q3	$1.42K	Hold	23	–	–	﹤0.01%	814
2023 Q2	$1.51K	Hold	23	–	–	﹤0.01%	823
2023 Q1	$1.12K	Hold	23	–	–	﹤0.01%	874
2022 Q4	$974	Sell	23 -2	-8%	-$91	﹤0.01%	980
2022 Q3	$1K	Buy	+25	New	+$1.34K	﹤0.01%	928
2022 Q2	–	Sell	-4	Closed	–	–	1071
2022 Q1	$0	Hold	4	–	–	﹤0.01%	1051
2021 Q4	$1K	Hold	4	–	–	﹤0.01%	957
2021 Q3	$0	Hold	4	–	–	﹤0.01%	1052
2021 Q2	$0	Hold	4	–	–	﹤0.01%	1036
2021 Q1	$0	Hold	4	–	–	﹤0.01%	1039
2020 Q4	$0	Buy	+4	New	+$306	﹤0.01%	1035

Other funds holding TREX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Prestige Wealth Management Group's TREX Position: Q1 2026 in Review

Prestige Wealth Management Group sold out of Trex (TREX) in Q1 2026, closing a stake of 6 shares — an estimated $211 sold.

Prestige Wealth Management Group first reported a position in TREX in Q4 2020 and held it in 20 quarters. The position peaked at $2.29K in Q1 2024. 426 funds tracked by Wall St. Rank hold TREX as of Q1 2026.

Prestige Wealth Management Group reported no remaining Trex position as of Q1 2026 after selling out during the quarter.
Prestige Wealth Management Group sold 6 Trex shares in Q1 2026, an estimated $211.
Prestige Wealth Management Group first reported a position in Trex in Q4 2020 and held it in 20 quarters.
Prestige Wealth Management Group's Trex position peaked at $2.29K in Q1 2024.
426 funds tracked by Wall St. Rank held Trex as of Q1 2026.

Based on Prestige Wealth Management Group's 13F filing for Q1 2026, filed 13 May 2026.