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Advantage Investment Management’s Weyerhaeuser WY Stock Holding History

Advantage Investment 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
2019
Q3 		$32K Sell
1,151
-688
-37% -$18K 0.02% 428
2019
Q2 		$48K Hold
1,839
– – 0.04% 352
2019
Q1 		$48K Sell
1,839
-54
-3% -$1.36K 0.04% 354
2018
Q4 		$41K Sell
1,893
-397
-17% -$10.6K 0.03% 371
2018
Q3 		$74K Buy
2,290
+467
+26% +$16.2K 0.05% 325
2018
Q2 		$66K Hold
1,823
– – 0.05% 324
2018
Q1 		$64K Sell
1,823
-500
-22% -$17.6K 0.02% 343
2017
Q4 		$82K Sell
2,323
-284
-11% -$10K 0.03% 321
2017
Q3 		$89K Buy
2,607
+1,136
+77% +$37.3K 0.03% 278
2017
Q2 		$49K Buy
1,471
+971
+194% +$32.7K 0.02% 377
2017
Q1 		$17K Hold
500
– – 0.01% 582
2016
Q4 		$15K Sell
500
-1,178
-70% -$36.3K 0.01% 566
2016
Q3 		$54K Sell
1,678
-250
-13% -$7.9K 0.02% 314
2016
Q2 		$57K Hold
1,928
– – 0.03% 327
2016
Q1 		$60K Hold
1,928
– – 0.03% 300
2015
Q4 		$58K Buy
1,928
+1,250
+184% +$37.7K 0.03% 310
2015
Q3 		$19K Hold
678
– – 0.01% 464
2015
Q2 		$21K Hold
678
– – 0.01% 473
2015
Q1 		$22K Hold
678
– – 0.01% 458
2014
Q4 		$24K Buy
+678
New +$23.3K 0.02% 401

Other funds holding WY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Advantage Investment Management's WY Position: Q3 2019 in Review

Advantage Investment Management reduced its Weyerhaeuser (WY) stake by 37% in Q3 2019, selling an estimated $18K and leaving 1,151 shares worth $32K. The position accounts for 0.02% of the portfolio, ranked #428.

Advantage Investment Management first reported a position in WY in Q4 2014 and has held it in 20 quarters since. The position peaked at $89K in Q3 2017. 879 funds tracked by Wall St. Rank hold WY as of Q3 2019.

  • Advantage Investment Management held 1,151 shares of Weyerhaeuser worth $32K as of Q3 2019.
  • Advantage Investment Management sold 688 Weyerhaeuser shares in Q3 2019, an estimated $18K.
  • Weyerhaeuser made up 0.02% of Advantage Investment Management's portfolio in Q3 2019, its #428 holding.
  • Advantage Investment Management first reported a position in Weyerhaeuser in Q4 2014 and has held it in 20 quarters since.
  • Advantage Investment Management's Weyerhaeuser position peaked at $89K in Q3 2017.
  • 879 funds tracked by Wall St. Rank held Weyerhaeuser as of Q3 2019.

Based on Advantage Investment Management's 13F filing for Q3 2019, filed 8 Oct 2019.