AWM
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Altium Wealth Management’s Weyerhaeuser WY Stock Holding History

Altium 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
2018
Q4 		– Sell
-8,168
Closed -$264K – 306
2018
Q3 		$264K Buy
8,168
+2,554
+45% +$88.7K 0.05% 232
2018
Q2 		$205K Buy
+5,614
New +$205K 0.05% 246

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Altium Wealth Management's WY Position: Q4 2018 in Review

Altium Wealth Management sold out of Weyerhaeuser (WY) in Q4 2018, closing a stake of 8,168 shares — an estimated $264K sold.

Altium Wealth Management first reported a position in WY in Q2 2018 and held it in 2 quarters. The position peaked at $264K in Q3 2018. 912 funds tracked by Wall St. Rank hold WY as of Q4 2018.

  • Altium Wealth Management reported no remaining Weyerhaeuser position as of Q4 2018 after selling out during the quarter.
  • Altium Wealth Management sold 8,168 Weyerhaeuser shares in Q4 2018, an estimated $264K.
  • Altium Wealth Management first reported a position in Weyerhaeuser in Q2 2018 and held it in 2 quarters.
  • Altium Wealth Management's Weyerhaeuser position peaked at $264K in Q3 2018.
  • 912 funds tracked by Wall St. Rank held Weyerhaeuser as of Q4 2018.

Based on Altium Wealth Management's 13F filing for Q4 2018, filed 18 Jan 2019.