Accel Wealth Management’s Weyerhaeuser WY Stock Holding History

Accel 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
2023 Q2	–	Sell	-363	Closed	-$10.9K	–	889
2023 Q1	$10.9K	Hold	363	–	–	﹤0.01%	860
2022 Q4	$11.3K	Hold	363	–	–	0.01%	680
2022 Q3	$11K	Sell	363 -600	-62%	-$20.4K	0.01%	719
2022 Q2	$33K	Hold	963	–	–	0.02%	433
2022 Q1	$37K	Buy	963 +363	+61%	+$14.4K	0.02%	431
2021 Q4	$25K	Hold	600	–	–	0.01%	526
2021 Q3	$21K	Hold	600	–	–	0.01%	494
2021 Q2	$21K	Hold	600	–	–	0.01%	533
2021 Q1	$21K	Hold	600	–	–	0.02%	495
2020 Q4	$20K	Buy	+600	New	+$18K	0.02%	496

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Accel Wealth Management's WY Position: Q2 2023 in Review

Accel Wealth Management sold out of Weyerhaeuser (WY) in Q2 2023, closing a stake of 363 shares — an estimated $10.9K sold.

Accel Wealth Management first reported a position in WY in Q4 2020 and held it in 10 quarters. The position peaked at $37K in Q1 2022. 960 funds tracked by Wall St. Rank hold WY as of Q2 2023.

Accel Wealth Management reported no remaining Weyerhaeuser position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 363 Weyerhaeuser shares in Q2 2023, an estimated $10.9K.
Accel Wealth Management first reported a position in Weyerhaeuser in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's Weyerhaeuser position peaked at $37K in Q1 2022.
960 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.