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Tiedemann Advisors’s Trex TREX Stock Holding History

Tiedemann 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
2020
Q4 		– Sell
-4,288
Closed -$307K – 351
2020
Q3 		$307K Buy
+4,288
New +$297K 0.01% 261
2017
Q4 		– Sell
-39,200
Closed -$575K – 331
2017
Q3 		$575K Sell
39,200
-1,468
-4% -$28K 0.05% 198
2017
Q2 		$688K Buy
40,668
+840
+2% +$14.2K 0.05% 274
2017
Q1 		$691K Buy
39,828
+2,960
+8% +$51K 0.06% 224
2016
Q4 		$594K Buy
+36,868
New +$576K 0.06% 189

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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Tiedemann Advisors's TREX Position: Q4 2020 in Review

Tiedemann Advisors sold out of Trex (TREX) in Q4 2020, closing a stake of 4,288 shares — an estimated $307K sold.

Tiedemann Advisors first reported a position in TREX in Q4 2016 and held it in 5 quarters. The position peaked at $691K in Q1 2017. 471 funds tracked by Wall St. Rank hold TREX as of Q4 2020.

  • Tiedemann Advisors reported no remaining Trex position as of Q4 2020 after selling out during the quarter.
  • Tiedemann Advisors sold 4,288 Trex shares in Q4 2020, an estimated $307K.
  • Tiedemann Advisors first reported a position in Trex in Q4 2016 and held it in 5 quarters.
  • Tiedemann Advisors's Trex position peaked at $691K in Q1 2017.
  • 471 funds tracked by Wall St. Rank held Trex as of Q4 2020.

Based on Tiedemann Advisors's 13F filing for Q4 2020, filed 16 Feb 2021.