Advisor Group’s Weyerhaeuser WY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q3
Sell
-30
Closed -$5K 4630
2016
Q2
$5K Buy
+30
New +$923 ﹤0.01% 3799

Other funds holding WY

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.