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Total Clarity Wealth Management’s Trex TREX Stock Holding History

Total Clarity Wealth 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
2022
Q3 		– Sell
-150
Closed -$8K – 914
2022
Q2 		$8K Buy
+150
New +$9.05K ﹤0.01% 733
2022
Q1 		– Sell
-190
Closed -$26K – 853
2021
Q4 		$26K Hold
190
– – 0.01% 518
2021
Q3 		$19K Buy
+190
New +$19.9K 0.01% 571
2021
Q2 		– Sell
-190
Closed -$17K – 694
2021
Q1 		$17K Buy
+190
New +$17.9K 0.01% 482
2020
Q1 		– Sell
-140
Closed -$6K – 569
2019
Q4 		$6K Buy
+140
New +$6.17K ﹤0.01% 568

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Total Clarity Wealth Management's TREX Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of Trex (TREX) in Q3 2022, closing a stake of 150 shares — an estimated $8K sold.

Total Clarity Wealth Management first reported a position in TREX in Q4 2019 and held it in 5 quarters. The position peaked at $26K in Q4 2021. 445 funds tracked by Wall St. Rank hold TREX as of Q3 2022.

  • Total Clarity Wealth Management reported no remaining Trex position as of Q3 2022 after selling out during the quarter.
  • Total Clarity Wealth Management sold 150 Trex shares in Q3 2022, an estimated $8K.
  • Total Clarity Wealth Management first reported a position in Trex in Q4 2019 and held it in 5 quarters.
  • Total Clarity Wealth Management's Trex position peaked at $26K in Q4 2021.
  • 445 funds tracked by Wall St. Rank held Trex as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.