Andesa Financial Management’s Weyerhaeuser WY Stock Holding History

Andesa Financial 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
2022 Q2	–	Sell	-8,041	Closed	-$306K	–	151
2022 Q1	$306K	Buy	8,041 +12	+0.1%	+$476	0.17%	114
2021 Q4	$331K	Buy	8,029 +1,513	+23%	+$57.5K	0.16%	114
2021 Q3	$232K	Sell	6,516 -2,484	-28%	-$87K	0.13%	128
2021 Q2	$310K	Buy	+9,000	New	+$334K	0.09%	128

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Andesa Financial Management's WY Position: Q2 2022 in Review

Andesa Financial Management sold out of Weyerhaeuser (WY) in Q2 2022, closing a stake of 8,041 shares — an estimated $306K sold.

Andesa Financial Management first reported a position in WY in Q2 2021 and held it in 4 quarters. The position peaked at $331K in Q4 2021. 1,019 funds tracked by Wall St. Rank hold WY as of Q2 2022.

Andesa Financial Management reported no remaining Weyerhaeuser position as of Q2 2022 after selling out during the quarter.
Andesa Financial Management sold 8,041 Weyerhaeuser shares in Q2 2022, an estimated $306K.
Andesa Financial Management first reported a position in Weyerhaeuser in Q2 2021 and held it in 4 quarters.
Andesa Financial Management's Weyerhaeuser position peaked at $331K in Q4 2021.
1,019 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2022.

Based on Andesa Financial Management's 13F filing for Q2 2022, filed 27 Jul 2022.