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Wealthspire Advisors (Maryland)’s Trex TREX Stock Holding History

Wealthspire Advisors (Maryland)’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
-1,138
Closed -$35K – 1896
2019
Q1 		$35K Buy
1,138
+516
+83% +$18K ﹤0.01% 1052
2018
Q4 		$18K Buy
622
+304
+96% +$9.52K ﹤0.01% 1252
2018
Q3 		$12K Buy
318
+62
+24% +$2.38K ﹤0.01% 1464
2018
Q2 		$8K Buy
256
+56
+28% +$1.62K ﹤0.01% 1630
2018
Q1 		$5K Buy
200
+36
+22% +$991 ﹤0.01% 1835
2017
Q4 		$4K Buy
164
+64
+64% +$1.63K ﹤0.01% 1924
2017
Q3 		$2K Sell
100
-140
-58% -$2.67K ﹤0.01% 2016
2017
Q2 		$4K Buy
+240
New +$4.05K ﹤0.01% 1844

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
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

Wealthspire Advisors (Maryland)'s TREX Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Trex (TREX) in Q2 2019, closing a stake of 1,138 shares — an estimated $35K sold.

Wealthspire Advisors (Maryland) first reported a position in TREX in Q2 2017 and held it in 8 quarters. The position peaked at $35K in Q1 2019. 302 funds tracked by Wall St. Rank hold TREX as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Trex position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,138 Trex shares in Q2 2019, an estimated $35K.
  • Wealthspire Advisors (Maryland) first reported a position in Trex in Q2 2017 and held it in 8 quarters.
  • Wealthspire Advisors (Maryland)'s Trex position peaked at $35K in Q1 2019.
  • 302 funds tracked by Wall St. Rank held Trex as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.