Arete Wealth Advisors’s Weyerhaeuser WY Stock Holding History

Arete Wealth 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
2020 Q1	–	Sell	-7,320	Closed	-$220K	–	419
2019 Q4	$220K	Hold	7,320	–	–	0.04%	356
2019 Q3	$203K	Buy	+7,320	New	+$191K	0.04%	375

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Arete Wealth Advisors's WY Position: Q1 2020 in Review

Arete Wealth Advisors sold out of Weyerhaeuser (WY) in Q1 2020, closing a stake of 7,320 shares — an estimated $220K sold.

Arete Wealth Advisors first reported a position in WY in Q3 2019 and held it in 2 quarters. The position peaked at $220K in Q4 2019. 821 funds tracked by Wall St. Rank hold WY as of Q1 2020.

Arete Wealth Advisors reported no remaining Weyerhaeuser position as of Q1 2020 after selling out during the quarter.
Arete Wealth Advisors sold 7,320 Weyerhaeuser shares in Q1 2020, an estimated $220K.
Arete Wealth Advisors first reported a position in Weyerhaeuser in Q3 2019 and held it in 2 quarters.
Arete Wealth Advisors's Weyerhaeuser position peaked at $220K in Q4 2019.
821 funds tracked by Wall St. Rank held Weyerhaeuser as of Q1 2020.

Based on Arete Wealth Advisors's 13F filing for Q1 2020, filed 14 May 2020.