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Synergy Investment Management’s Trex TREX Stock Holding History

Synergy Investment Management’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
Q2 		– Sell
-47
Closed -$2.73K – 525
2025
Q1 		$2.73K Hold
47
– – ﹤0.01% 517
2024
Q4 		$3.24K Buy
+47
New +$3.31K ﹤0.01% 523

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
ACM
Anomaly Capital Management New York $1.65B AUM 26.47% 1-Year Est. Return

Synergy Investment Management's TREX Position: Q2 2025 in Review

Synergy Investment Management sold out of Trex (TREX) in Q2 2025, closing a stake of 47 shares — an estimated $2.73K sold.

Synergy Investment Management first reported a position in TREX in Q4 2024 and held it in 2 quarters. The position peaked at $3.24K in Q4 2024. 446 funds tracked by Wall St. Rank hold TREX as of Q2 2025.

  • Synergy Investment Management reported no remaining Trex position as of Q2 2025 after selling out during the quarter.
  • Synergy Investment Management sold 47 Trex shares in Q2 2025, an estimated $2.73K.
  • Synergy Investment Management first reported a position in Trex in Q4 2024 and held it in 2 quarters.
  • Synergy Investment Management's Trex position peaked at $3.24K in Q4 2024.
  • 446 funds tracked by Wall St. Rank held Trex as of Q2 2025.

Based on Synergy Investment Management's 13F filing for Q2 2025, filed 11 Aug 2025.