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Advisor Group’s Weyerhaeuser WY Stock Holding History

Advisor Group’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
Q4 		$1.69M Sell
55,961
-3,379
-6% -$98K 0.01% 894
2019
Q3 		$1.64M Sell
59,340
-9,444
-14% -$246K 0.01% 850
2019
Q2 		$1.81M Sell
68,784
-622
-0.9% -$15.8K 0.01% 798
2019
Q1 		$1.83M Sell
69,406
-4,295
-6% -$108K 0.02% 759
2018
Q4 		$1.61M Sell
73,701
-16,895
-19% -$450K 0.02% 717
2018
Q3 		$2.92M Buy
90,596
+10,455
+13% +$363K 0.03% 506
2018
Q2 		$2.92M Sell
80,141
-1,471
-2% -$53.8K 0.04% 401
2018
Q1 		$2.86M Buy
81,612
+325
+0.4% +$11.5K 0.04% 421
2017
Q4 		$2.87M Buy
81,287
+22,420
+38% +$793K 0.04% 421
2017
Q3 		$2M Buy
58,867
+1,030
+2% +$33.8K 0.03% 505
2017
Q2 		$1.94M Buy
57,837
+11,369
+24% +$383K 0.03% 494
2017
Q1 		$1.58M Sell
46,468
-694
-1% -$22.6K 0.03% 528
2016
Q4 		$1.42M Sell
47,162
-349
-0.7% -$10.8K 0.03% 527
2016
Q3 		$1.52M Buy
47,511
+11,002
+30% +$348K 0.04% 495
2016
Q2 		$1.08M Buy
+36,509
New +$1.12M 0.03% 586

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

Advisor Group's WY Position: Q4 2019 in Review

Advisor Group reduced its Weyerhaeuser (WY) stake by 5.7% in Q4 2019, selling an estimated $98K and leaving 55,961 shares worth $1.69M. The position accounts for 0.01% of the portfolio, ranked #894.

Advisor Group first reported a position in WY in Q2 2016 and has held it in 15 quarters since. The position peaked at $2.92M in Q3 2018. 934 funds tracked by Wall St. Rank hold WY as of Q4 2019.

  • Advisor Group held 55,961 shares of Weyerhaeuser worth $1.69M as of Q4 2019.
  • Advisor Group sold 3,379 Weyerhaeuser shares in Q4 2019, an estimated $98K.
  • Weyerhaeuser made up 0.01% of Advisor Group's portfolio in Q4 2019, its #894 holding.
  • Advisor Group first reported a position in Weyerhaeuser in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Weyerhaeuser position peaked at $2.92M in Q3 2018.
  • 934 funds tracked by Wall St. Rank held Weyerhaeuser as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.