Advisor Partners’s Weyerhaeuser WY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
$1.79M Sell
53,954
-2,727
-5% -$104K 0.13% 171
2022
Q1
$2.15M Sell
56,681
-1,361
-2% -$54K 0.13% 150
2021
Q4
$2.39M Sell
58,042
-4,446
-7% -$169K 0.14% 133
2021
Q3
$2.22M Sell
62,488
-1,072
-2% -$37.6K 0.15% 134
2021
Q2
$2.19M Sell
63,560
-646
-1% -$24K 0.14% 142
2021
Q1
$2.29M Buy
64,206
+1,459
+2% +$49.7K 0.16% 122
2020
Q4
$2.1M Sell
62,747
-5,869
-9% -$177K 0.16% 132
2020
Q3
$1.96M Sell
68,616
-892
-1% -$24.5K 0.17% 118
2020
Q2
$1.56M Buy
69,508
+22,210
+47% +$449K 0.15% 141
2020
Q1
$801K Sell
47,298
-71
-0.1% -$1.87K 0.1% 195
2019
Q4
$1.47M Buy
47,369
+7,124
+18% +$207K 0.15% 139
2019
Q3
$1.11M Buy
40,245
+11,109
+38% +$290K 0.13% 165
2019
Q2
$767K Buy
29,136
+354
+1% +$9K 0.09% 220
2019
Q1
$758K Sell
28,782
-3,160
-10% -$79.6K 0.1% 209
2018
Q4
$698K Buy
31,942
+7,645
+31% +$204K 0.11% 206
2018
Q3
$784K Buy
24,297
+3,006
+14% +$104K 0.11% 198
2018
Q2
$776K Buy
21,291
+4,162
+24% +$152K 0.13% 182
2018
Q1
$599K Buy
17,129
+1,306
+8% +$46.1K 0.11% 223
2017
Q4
$566K Buy
15,823
+3,019
+24% +$107K 0.1% 241
2017
Q3
$436K Buy
12,804
+791
+7% +$26K 0.09% 261
2017
Q2
$402K Buy
12,013
+1,619
+16% +$54.5K 0.09% 270
2017
Q1
$353K Buy
10,394
+3,743
+56% +$122K 0.09% 282
2016
Q4
$200K Buy
+6,651
New +$205K 0.06% 403
2016
Q1
Sell
-6,674
Closed -$200K 419
2015
Q4
$200K Buy
+6,674
New +$201K 0.07% 319
2015
Q3
Sell
-6,232
Closed -$205K 350
2015
Q2
$205K Buy
6,232
+32
+0.5% +$1.03K 0.08% 309
2015
Q1
$206K Sell
6,200
-285
-4% -$9.98K 0.09% 304
2014
Q4
$231K Buy
+6,485
New +$223K 0.1% 261
2014
Q3
Sell
-6,082
Closed -$201K 276
2014
Q2
$201K Buy
+6,082
New +$184K 0.1% 274

Other funds holding WY

Advisor Partners's WY Position: Q2 2022 in Review

Advisor Partners reduced its Weyerhaeuser (WY) stake by 4.8% in Q2 2022, selling an estimated $104K and leaving 53,954 shares worth $1.79M. The position accounts for 0.13% of the portfolio, ranked #171.

Advisor Partners first reported a position in WY in Q2 2014 and has held it in 28 quarters since. The position peaked at $2.39M in Q4 2021. 1,020 funds tracked by Wall St. Rank hold WY as of Q2 2022.

  • Advisor Partners held 53,954 shares of Weyerhaeuser worth $1.79M as of Q2 2022.
  • Advisor Partners sold 2,727 Weyerhaeuser shares in Q2 2022, an estimated $104K.
  • Weyerhaeuser made up 0.13% of Advisor Partners's portfolio in Q2 2022, its #171 holding.
  • Advisor Partners first reported a position in Weyerhaeuser in Q2 2014 and has held it in 28 quarters since.
  • Advisor Partners's Weyerhaeuser position peaked at $2.39M in Q4 2021.
  • 1,020 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2022.

Based on Advisor Partners's 13F filing for Q2 2022, filed 11 Aug 2022.