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Annapolis Financial Services’s Weyerhaeuser WY Stock Holding History

Annapolis Financial Services’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
Q3 		$6.77K Hold
200
– – ﹤0.01% 306
2024
Q2 		$5.68K Hold
200
– – ﹤0.01% 304
2024
Q1 		$7.18K Hold
200
– – ﹤0.01% 297
2023
Q4 		$6.95K Buy
+200
New +$6.22K ﹤0.01% 375
2021
Q1 		– Sell
-283
Closed -$9K – 455
2020
Q4 		$9K Buy
+283
New +$8.51K ﹤0.01% 263

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Annapolis Financial Services's WY Position: Q3 2024 in Review

Annapolis Financial Services held its Weyerhaeuser (WY) position steady in Q3 2024 at 200 shares worth $6.77K. The position accounts for ﹤0.01% of the portfolio, ranked #306.

Annapolis Financial Services first reported a position in WY in Q4 2020 and has held it in 5 quarters since. The position peaked at $9K in Q4 2020. 946 funds tracked by Wall St. Rank hold WY as of Q3 2024.

  • Annapolis Financial Services held 200 shares of Weyerhaeuser worth $6.77K as of Q3 2024.
  • Annapolis Financial Services left its Weyerhaeuser share count unchanged in Q3 2024.
  • Weyerhaeuser made up ﹤0.01% of Annapolis Financial Services's portfolio in Q3 2024, its #306 holding.
  • Annapolis Financial Services first reported a position in Weyerhaeuser in Q4 2020 and has held it in 5 quarters since.
  • Annapolis Financial Services's Weyerhaeuser position peaked at $9K in Q4 2020.
  • 946 funds tracked by Wall St. Rank held Weyerhaeuser as of Q3 2024.

Based on Annapolis Financial Services's 13F filing for Q3 2024, filed 16 Oct 2024.