WWM
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Western Wealth Management’s Trex TREX Stock Holding History

Western 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
Q2 		$596K Buy
5,919
+1,797
+44% +$181K 0.06% 324
2021
Q1 		$377K Buy
+4,122
New +$388K 0.05% 351

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
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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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
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

Western Wealth Management's TREX Position: Q2 2021 in Review

Western Wealth Management increased its Trex (TREX) stake by 44% in Q2 2021, buying an estimated $181K and bringing the position to 5,919 shares worth $596K. The position accounts for 0.06% of the portfolio, ranked #324.

Western Wealth Management first reported a position in TREX in Q1 2021 and has held it in 2 quarters since. 477 funds tracked by Wall St. Rank hold TREX as of Q2 2021.

  • Western Wealth Management held 5,919 shares of Trex worth $596K as of Q2 2021.
  • Western Wealth Management bought 1,797 Trex shares in Q2 2021, an estimated $181K.
  • Trex made up 0.06% of Western Wealth Management's portfolio in Q2 2021, its #324 holding.
  • Western Wealth Management first reported a position in Trex in Q1 2021 and has held it in 2 quarters since.
  • 477 funds tracked by Wall St. Rank held Trex as of Q2 2021.

Based on Western Wealth Management's 13F filing for Q2 2021, filed 9 Aug 2021.