Synergy Financial Group’s Trex TREX Stock Holding History

Synergy Financial 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
2022 Q2	–	Sell	-3,446	Closed	-$225K	–	93
2022 Q1	$225K	Buy	3,446 +1,058	+44%	+$94.2K	0.24%	92
2021 Q4	$322K	Buy	+2,388	New	+$287K	0.29%	77

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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

Synergy Financial Group's TREX Position: Q2 2022 in Review

Synergy Financial Group sold out of Trex (TREX) in Q2 2022, closing a stake of 3,446 shares — an estimated $225K sold.

Synergy Financial Group first reported a position in TREX in Q4 2021 and held it in 2 quarters. The position peaked at $322K in Q4 2021. 473 funds tracked by Wall St. Rank hold TREX as of Q2 2022.

Synergy Financial Group reported no remaining Trex position as of Q2 2022 after selling out during the quarter.
Synergy Financial Group sold 3,446 Trex shares in Q2 2022, an estimated $225K.
Synergy Financial Group first reported a position in Trex in Q4 2021 and held it in 2 quarters.
Synergy Financial Group's Trex position peaked at $322K in Q4 2021.
473 funds tracked by Wall St. Rank held Trex as of Q2 2022.

Based on Synergy Financial Group's 13F filing for Q2 2022, filed 4 Aug 2022.