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Wipfli Financial Advisors’s Trex TREX Stock Holding History

Wipfli Financial 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
2022
Q3 		$156K Buy
+3,556
New +$190K 0.01% 535

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Wipfli Financial Advisors's TREX Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Trex (TREX) in Q3 2022: 3,556 shares worth $156K. The stake represents 0.01% of the portfolio and ranks #535 among its holdings.

445 funds tracked by Wall St. Rank hold TREX as of Q3 2022.

  • Wipfli Financial Advisors held 3,556 shares of Trex worth $156K as of Q3 2022.
  • Trex was a new Wipfli Financial Advisors position in Q3 2022.
  • Trex made up 0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #535 holding.
  • 445 funds tracked by Wall St. Rank held Trex as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.