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TriaGen Wealth Management’s Trex TREX Stock Holding History

TriaGen 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
2021
Q4 		– Sell
-3,072
Closed -$313K – 203
2021
Q3 		$313K Sell
3,072
-13,700
-82% -$1.43M 0.17% 140
2021
Q2 		$1.63M Buy
16,772
+13,700
+446% +$1.38M 0.84% 42
2021
Q1 		$281K Hold
3,072
– – 0.16% 139
2020
Q4 		$257K Buy
+3,072
New +$235K 0.15% 144

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
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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

TriaGen Wealth Management's TREX Position: Q4 2021 in Review

TriaGen Wealth Management sold out of Trex (TREX) in Q4 2021, closing a stake of 3,072 shares — an estimated $313K sold.

TriaGen Wealth Management first reported a position in TREX in Q4 2020 and held it in 4 quarters. The position peaked at $1.63M in Q2 2021. 559 funds tracked by Wall St. Rank hold TREX as of Q4 2021.

  • TriaGen Wealth Management reported no remaining Trex position as of Q4 2021 after selling out during the quarter.
  • TriaGen Wealth Management sold 3,072 Trex shares in Q4 2021, an estimated $313K.
  • TriaGen Wealth Management first reported a position in Trex in Q4 2020 and held it in 4 quarters.
  • TriaGen Wealth Management's Trex position peaked at $1.63M in Q2 2021.
  • 559 funds tracked by Wall St. Rank held Trex as of Q4 2021.

Based on TriaGen Wealth Management's 13F filing for Q4 2021, filed 9 Feb 2022.