Whipplewood Advisors’s Trex TREX Stock Holding History

Whipplewood Advisors’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
2025 Q3	–	Sell	-3	Closed	-$163	–	1083
2025 Q2	$163	Sell	3 -57	-95%	-$3.23K	﹤0.01%	1180
2025 Q1	$174	Sell	60 -26	-30%	-$1.69K	﹤0.01%	1189
2024 Q4	$5.94K	Buy	+86	New	+$6.06K	﹤0.01%	659

Other funds holding TREX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

ACM

Anomaly Capital Management New York $1.65B AUM 26.47% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Whipplewood Advisors's TREX Position: Q3 2025 in Review

Whipplewood Advisors sold out of Trex (TREX) in Q3 2025, closing a stake of 3 shares — an estimated $163 sold.

Whipplewood Advisors first reported a position in TREX in Q4 2024 and held it in 3 quarters. The position peaked at $5.94K in Q4 2024. 464 funds tracked by Wall St. Rank hold TREX as of Q3 2025.

Whipplewood Advisors reported no remaining Trex position as of Q3 2025 after selling out during the quarter.
Whipplewood Advisors sold 3 Trex shares in Q3 2025, an estimated $163.
Whipplewood Advisors first reported a position in Trex in Q4 2024 and held it in 3 quarters.
Whipplewood Advisors's Trex position peaked at $5.94K in Q4 2024.
464 funds tracked by Wall St. Rank held Trex as of Q3 2025.

Based on Whipplewood Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.