YorkBridge Wealth Partners’s Trex TREX Stock Holding History

YorkBridge Wealth Partners’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	-834	Closed	-$340K	–	251
2021 Q1	$340K	Buy	+834	New	+$78.4K	0.1%	171

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

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

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

YorkBridge Wealth Partners's TREX Position: Q2 2021 in Review

YorkBridge Wealth Partners sold out of Trex (TREX) in Q2 2021, closing a stake of 834 shares — an estimated $340K sold.

YorkBridge Wealth Partners first reported a position in TREX in Q1 2021 and held it in 1 quarter. The position peaked at $340K in Q1 2021. 477 funds tracked by Wall St. Rank hold TREX as of Q2 2021.

YorkBridge Wealth Partners reported no remaining Trex position as of Q2 2021 after selling out during the quarter.
YorkBridge Wealth Partners sold 834 Trex shares in Q2 2021, an estimated $340K.
YorkBridge Wealth Partners first reported a position in Trex in Q1 2021 and held it in 1 quarter.
YorkBridge Wealth Partners's Trex position peaked at $340K in Q1 2021.
477 funds tracked by Wall St. Rank held Trex as of Q2 2021.

Based on YorkBridge Wealth Partners's 13F filing for Q2 2021, filed 22 Jul 2021.