TCI Wealth Advisors’s Trex TREX Stock Holding History

TCI Wealth 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
2023 Q2	–	Sell	-49	Closed	-$2.38K	–	2069
2023 Q1	$2.38K	Sell	49 -331	-87%	-$16.7K	﹤0.01%	1920
2022 Q4	$16.1K	Buy	380 +330	+660%	+$15K	﹤0.01%	797
2022 Q3	$2K	Buy	50 +6	+14%	+$321	﹤0.01%	1998
2022 Q2	$2K	Hold	44	–	–	﹤0.01%	2054
2022 Q1	$3K	Hold	44	–	–	﹤0.01%	1923
2021 Q4	$6K	Sell	44 -2	-4%	-$240	﹤0.01%	1580
2021 Q3	$5K	Buy	46 +2	+5%	+$209	﹤0.01%	1659
2021 Q2	$4K	Sell	44 -126	-74%	-$12.7K	﹤0.01%	1638
2021 Q1	$16K	Buy	170 +126	+286%	+$11.8K	0.01%	646
2020 Q4	$4K	Hold	44	–	–	﹤0.01%	1017
2020 Q3	$3K	Hold	44	–	–	﹤0.01%	1012
2020 Q2	$3K	Hold	44	–	–	﹤0.01%	971
2020 Q1	$2K	Hold	44	–	–	﹤0.01%	1102
2019 Q4	$2K	Hold	44	–	–	﹤0.01%	1211
2019 Q3	$2K	Hold	44	–	–	﹤0.01%	1155
2019 Q2	$2K	Hold	44	–	–	﹤0.01%	1074
2019 Q1	$1K	Hold	44	–	–	﹤0.01%	1312
2018 Q4	$1K	Sell	44 -20	-31%	-$626	﹤0.01%	1316
2018 Q3	$2K	Buy	64 +20	+45%	+$769	﹤0.01%	1091
2018 Q2	$1K	Hold	44	–	–	﹤0.01%	1384
2018 Q1	$1K	Hold	44	–	–	﹤0.01%	1229
2017 Q4	$1K	Hold	44	–	–	﹤0.01%	1270
2017 Q3	$1K	Hold	44	–	–	﹤0.01%	1208
2017 Q2	$1K	Buy	+44	New	+$743	﹤0.01%	1221

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 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

TCI Wealth Advisors's TREX Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Trex (TREX) in Q2 2023, closing a stake of 49 shares — an estimated $2.38K sold.

TCI Wealth Advisors first reported a position in TREX in Q2 2017 and held it in 24 quarters. The position peaked at $16.1K in Q4 2022. 455 funds tracked by Wall St. Rank hold TREX as of Q2 2023.

TCI Wealth Advisors reported no remaining Trex position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 49 Trex shares in Q2 2023, an estimated $2.38K.
TCI Wealth Advisors first reported a position in Trex in Q2 2017 and held it in 24 quarters.
TCI Wealth Advisors's Trex position peaked at $16.1K in Q4 2022.
455 funds tracked by Wall St. Rank held Trex as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.