Aptus Capital Advisors’s Weyerhaeuser WY Stock Holding History

Aptus 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
2025 Q1	–	Sell	-7,787	Closed	-$219K	–	1507
2024 Q4	$219K	Buy	+7,787	New	+$243K	﹤0.01%	868
2023 Q4	–	Sell	-9,910	Closed	-$304K	–	993
2023 Q3	$304K	Buy	9,910 +1,767	+22%	+$58.2K	0.01%	472
2023 Q2	$273K	Sell	8,143 -526	-6%	-$15.8K	0.01%	423
2023 Q1	$261K	Buy	+8,669	New	+$273K	0.01%	418
2021 Q3	–	Sell	-57,860	Closed	-$1.99M	–	616
2021 Q2	$1.99M	Buy	+57,860	New	+$2.15M	0.06%	144
2019 Q4	–	Sell	-89,540	Closed	-$2.48M	–	577
2019 Q3	$2.48M	Buy	+89,540	New	+$2.34M	0.14%	98

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Aptus Capital Advisors's WY Position: Q1 2025 in Review

Aptus Capital Advisors sold out of Weyerhaeuser (WY) in Q1 2025, closing a stake of 7,787 shares — an estimated $219K sold.

Aptus Capital Advisors first reported a position in WY in Q3 2019 and held it in 6 quarters. The position peaked at $2.48M in Q3 2019. 959 funds tracked by Wall St. Rank hold WY as of Q1 2025.

Aptus Capital Advisors reported no remaining Weyerhaeuser position as of Q1 2025 after selling out during the quarter.
Aptus Capital Advisors sold 7,787 Weyerhaeuser shares in Q1 2025, an estimated $219K.
Aptus Capital Advisors first reported a position in Weyerhaeuser in Q3 2019 and held it in 6 quarters.
Aptus Capital Advisors's Weyerhaeuser position peaked at $2.48M in Q3 2019.
959 funds tracked by Wall St. Rank held Weyerhaeuser as of Q1 2025.

Based on Aptus Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.