Asset Planning Services (Pennsylvania)’s Weyerhaeuser WY Stock Holding History

Asset Planning Services (Pennsylvania)’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	-568	Closed	-$16K	–	263
2019 Q3	$16K	Buy	568 +7	+1%	+$183	0.01%	181
2019 Q2	$15K	Buy	561 +8	+1%	+$203	0.01%	181
2019 Q1	$15K	Buy	553 +7	+1%	+$176	0.01%	181
2018 Q4	$12K	Buy	546 +8	+1%	+$213	0.01%	190
2018 Q3	$15K	Buy	538 +5	+0.9%	+$174	0.01%	179
2018 Q2	$19K	Buy	533 +5	+0.9%	+$183	0.01%	170
2018 Q1	$18K	Buy	528 +4	+0.8%	+$141	0.01%	178
2017 Q4	$18K	Buy	524 +5	+1%	+$177	0.01%	179
2017 Q3	$18K	Buy	519 +5	+1%	+$164	0.01%	200
2017 Q2	$17K	Buy	514 +4	+0.8%	+$135	0.01%	193
2017 Q1	$17K	Buy	+510	New	+$16.6K	0.01%	196

Other funds holding WY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Asset Planning Services (Pennsylvania)'s WY Position: Q4 2019 in Review

Asset Planning Services (Pennsylvania) sold out of Weyerhaeuser (WY) in Q4 2019, closing a stake of 568 shares — an estimated $16K sold.

Asset Planning Services (Pennsylvania) first reported a position in WY in Q1 2017 and held it in 11 quarters. The position peaked at $19K in Q2 2018. 934 funds tracked by Wall St. Rank hold WY as of Q4 2019.

Asset Planning Services (Pennsylvania) reported no remaining Weyerhaeuser position as of Q4 2019 after selling out during the quarter.
Asset Planning Services (Pennsylvania) sold 568 Weyerhaeuser shares in Q4 2019, an estimated $16K.
Asset Planning Services (Pennsylvania) first reported a position in Weyerhaeuser in Q1 2017 and held it in 11 quarters.
Asset Planning Services (Pennsylvania)'s Weyerhaeuser position peaked at $19K in Q2 2018.
934 funds tracked by Wall St. Rank held Weyerhaeuser as of Q4 2019.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q4 2019, filed 12 Feb 2020.