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Annis Gardner Whiting Capital Advisors’s Weyerhaeuser WY Stock Holding History

Annis Gardner Whiting Capital Advisors’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
2026
Q1 		$9.85K Buy
403
+334
+484% +$8.4K ﹤0.01% 868
2025
Q4 		$1.64K Buy
+69
New +$1.6K ﹤0.01% 986
2025
Q3 		– Sell
-85
Closed -$2.18K – 1438
2025
Q2 		$2.18K Hold
85
– – ﹤0.01% 947
2025
Q1 		$2.49K Hold
85
– – ﹤0.01% 673
2024
Q4 		$2.39K Sell
85
-1
-1% -$31 ﹤0.01% 676
2024
Q3 		$2.91K Sell
86
-63
-42% -$1.94K ﹤0.01% 682
2024
Q2 		$4.23K Sell
149
-61
-29% -$1.89K ﹤0.01% 793
2024
Q1 		$7.54K Sell
210
-52
-20% -$1.76K ﹤0.01% 708
2023
Q4 		$9.11K Sell
262
-64
-20% -$1.99K ﹤0.01% 487
2023
Q3 		$10K Buy
+326
New +$10.7K 0.01% 463

Other funds holding WY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return