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Winch Advisory Services’s Trex TREX Stock Holding History

Winch Advisory Services’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 		– Sell
-82
Closed -$8K – 506
2021
Q1 		$8K Hold
82
– – ﹤0.01% 270
2020
Q4 		$7K Hold
82
– – ﹤0.01% 265
2020
Q3 		$6K Buy
82
+42
+105% +$2.91K ﹤0.01% 253
2020
Q2 		$3K Buy
+40
New +$2.13K ﹤0.01% 310

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BAMCO Inc
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Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
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WA
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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

Winch Advisory Services's TREX Position: Q2 2021 in Review

Winch Advisory Services sold out of Trex (TREX) in Q2 2021, closing a stake of 82 shares — an estimated $8K sold.

Winch Advisory Services first reported a position in TREX in Q2 2020 and held it in 4 quarters. The position peaked at $8K in Q1 2021. 477 funds tracked by Wall St. Rank hold TREX as of Q2 2021.

  • Winch Advisory Services reported no remaining Trex position as of Q2 2021 after selling out during the quarter.
  • Winch Advisory Services sold 82 Trex shares in Q2 2021, an estimated $8K.
  • Winch Advisory Services first reported a position in Trex in Q2 2020 and held it in 4 quarters.
  • Winch Advisory Services's Trex position peaked at $8K in Q1 2021.
  • 477 funds tracked by Wall St. Rank held Trex as of Q2 2021.

Based on Winch Advisory Services's 13F filing for Q2 2021, filed 5 Aug 2021.