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Aevitas Wealth Management’s Weyerhaeuser WY Stock Holding History

Aevitas Wealth 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
Q2 		– Sell
-1,140
Closed -$30K – 357
2019
Q1 		$30K Buy
1,140
+14
+1% +$353 0.03% 224
2018
Q4 		$25K Buy
1,126
+16
+1% +$426 0.03% 234
2018
Q3 		$36K Buy
+1,110
New +$38.5K 0.03% 227

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Aevitas Wealth Management's WY Position: Q2 2019 in Review

Aevitas Wealth Management sold out of Weyerhaeuser (WY) in Q2 2019, closing a stake of 1,140 shares — an estimated $30K sold.

Aevitas Wealth Management first reported a position in WY in Q3 2018 and held it in 3 quarters. The position peaked at $36K in Q3 2018. 882 funds tracked by Wall St. Rank hold WY as of Q2 2019.

  • Aevitas Wealth Management reported no remaining Weyerhaeuser position as of Q2 2019 after selling out during the quarter.
  • Aevitas Wealth Management sold 1,140 Weyerhaeuser shares in Q2 2019, an estimated $30K.
  • Aevitas Wealth Management first reported a position in Weyerhaeuser in Q3 2018 and held it in 3 quarters.
  • Aevitas Wealth Management's Weyerhaeuser position peaked at $36K in Q3 2018.
  • 882 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2019.

Based on Aevitas Wealth Management's 13F filing for Q2 2019, filed 26 Jul 2019.