Abound Wealth Management’s Weyerhaeuser WY Stock Holding History

Abound Wealth Management’s Portfolio WY Stock Details WY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-133	Closed	-$3.74K	–	1333
2024 Q4	$3.74K	Hold	133	–	–	﹤0.01%	589
2024 Q3	$4.5K	Hold	133	–	–	﹤0.01%	563
2024 Q2	$3.78K	Sell	133 -110	-45%	-$3.4K	﹤0.01%	552
2024 Q1	$8.72K	Buy	243 +95	+64%	+$3.21K	﹤0.01%	400
2023 Q4	$5.16K	Hold	148	–	–	﹤0.01%	498
2023 Q3	$4.54K	Hold	148	–	–	﹤0.01%	488
2023 Q2	$4.96K	Buy	148 +15	+11%	+$452	﹤0.01%	485
2023 Q1	$4.01K	Buy	133 +58	+77%	+$1.83K	﹤0.01%	457
2022 Q4	$2.33K	Buy	75 +30	+67%	+$930	﹤0.01%	519
2022 Q3	$1.29K	Buy	+45	New	+$1.53K	﹤0.01%	566

Other funds holding WY

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Abound Wealth Management's WY Position: Q1 2025 in Review

Abound Wealth Management sold out of Weyerhaeuser (WY) in Q1 2025, closing a stake of 133 shares — an estimated $3.74K sold.

Abound Wealth Management first reported a position in WY in Q3 2022 and held it in 10 quarters. The position peaked at $8.72K in Q1 2024. 959 funds tracked by Wall St. Rank hold WY as of Q1 2025.

Abound Wealth Management reported no remaining Weyerhaeuser position as of Q1 2025 after selling out during the quarter.
Abound Wealth Management sold 133 Weyerhaeuser shares in Q1 2025, an estimated $3.74K.
Abound Wealth Management first reported a position in Weyerhaeuser in Q3 2022 and held it in 10 quarters.
Abound Wealth Management's Weyerhaeuser position peaked at $8.72K in Q1 2024.
959 funds tracked by Wall St. Rank held Weyerhaeuser as of Q1 2025.

Based on Abound Wealth Management's 13F filing for Q1 2025, filed 17 Apr 2025.