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
2019 Q4	–	Sell	-88,500	Closed	-$2.45M	–	578
2019 Q3	$2.45M	Buy	+88,500	New	+$2.31M	0.14%	100

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.