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WealthBridge Capital Management’s Trex TREX Stock Holding History

WealthBridge Capital 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
2019
Q2 		– Sell
-324
Closed -$10K – 802
2019
Q1 		$10K Buy
324
+162
+100% +$5.66K 0.01% 576
2018
Q4 		$5K Buy
+162
New +$5.07K ﹤0.01% 654

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William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

WealthBridge Capital Management's TREX Position: Q2 2019 in Review

WealthBridge Capital Management sold out of Trex (TREX) in Q2 2019, closing a stake of 324 shares — an estimated $10K sold.

WealthBridge Capital Management first reported a position in TREX in Q4 2018 and held it in 2 quarters. The position peaked at $10K in Q1 2019. 302 funds tracked by Wall St. Rank hold TREX as of Q2 2019.

  • WealthBridge Capital Management reported no remaining Trex position as of Q2 2019 after selling out during the quarter.
  • WealthBridge Capital Management sold 324 Trex shares in Q2 2019, an estimated $10K.
  • WealthBridge Capital Management first reported a position in Trex in Q4 2018 and held it in 2 quarters.
  • WealthBridge Capital Management's Trex position peaked at $10K in Q1 2019.
  • 302 funds tracked by Wall St. Rank held Trex as of Q2 2019.

Based on WealthBridge Capital Management's 13F filing for Q2 2019, filed 13 Aug 2019.