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Schechter Investment Advisors’s Trex TREX Stock Holding History

Schechter Investment 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
2025
Q1 		$611K Sell
10,522
-1,644
-14% -$107K 0.05% 326
2024
Q4 		$840K Buy
12,166
+92
+0.8% +$6.48K 0.06% 275
2024
Q3 		$804K Sell
12,074
-651
-5% -$45.7K 0.06% 293
2024
Q2 		$943K Buy
12,725
+1,853
+17% +$162K 0.07% 249
2024
Q1 		$1.08M Sell
10,872
-4,029
-27% -$359K 0.08% 227
2023
Q4 		$1.23M Buy
14,901
+267
+2% +$17.7K 0.11% 189
2023
Q3 		$902K Sell
14,634
-8,918
-38% -$612K 0.09% 236
2023
Q2 		$1.54M Buy
23,552
+1,108
+5% +$61.8K 0.14% 156
2023
Q1 		$1.09M Sell
22,444
-78
-0.3% -$3.94K 0.1% 234
2022
Q4 		$953K Buy
22,522
+8,221
+57% +$373K 0.09% 305
2022
Q3 		$628K Buy
+14,301
New +$765K 0.06% 439

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Schechter Investment Advisors's TREX Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Trex (TREX) stake by 14% in Q1 2025, selling an estimated $107K and leaving 10,522 shares worth $611K. The position accounts for 0.05% of the portfolio, ranked #326.

Schechter Investment Advisors first reported a position in TREX in Q3 2022 and has held it in 11 quarters since. The position peaked at $1.54M in Q2 2023. 440 funds tracked by Wall St. Rank hold TREX as of Q1 2025.

  • Schechter Investment Advisors held 10,522 shares of Trex worth $611K as of Q1 2025.
  • Schechter Investment Advisors sold 1,644 Trex shares in Q1 2025, an estimated $107K.
  • Trex made up 0.05% of Schechter Investment Advisors's portfolio in Q1 2025, its #326 holding.
  • Schechter Investment Advisors first reported a position in Trex in Q3 2022 and has held it in 11 quarters since.
  • Schechter Investment Advisors's Trex position peaked at $1.54M in Q2 2023.
  • 440 funds tracked by Wall St. Rank held Trex as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.