Advisory Alpha’s Weyerhaeuser WY Stock Holding History

Advisory Alpha’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
2024 Q4	–	Sell	-7,830	Closed	-$265K	–	462
2024 Q3	$265K	Buy	7,830 +99	+1%	+$3.04K	0.01%	334
2024 Q2	$220K	Sell	7,731 -402	-5%	-$12.4K	0.01%	358
2024 Q1	$292K	Buy	8,133 +1,684	+26%	+$57K	0.01%	306
2023 Q4	$224K	Buy	+6,449	New	+$201K	0.01%	316

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Advisory Alpha's WY Position: Q4 2024 in Review

Advisory Alpha sold out of Weyerhaeuser (WY) in Q4 2024, closing a stake of 7,830 shares — an estimated $265K sold.

Advisory Alpha first reported a position in WY in Q4 2023 and held it in 4 quarters. The position peaked at $292K in Q1 2024. 940 funds tracked by Wall St. Rank hold WY as of Q4 2024.

Advisory Alpha reported no remaining Weyerhaeuser position as of Q4 2024 after selling out during the quarter.
Advisory Alpha sold 7,830 Weyerhaeuser shares in Q4 2024, an estimated $265K.
Advisory Alpha first reported a position in Weyerhaeuser in Q4 2023 and held it in 4 quarters.
Advisory Alpha's Weyerhaeuser position peaked at $292K in Q1 2024.
940 funds tracked by Wall St. Rank held Weyerhaeuser as of Q4 2024.

Based on Advisory Alpha's 13F filing for Q4 2024, filed 17 Jan 2025.