Atlas Private Wealth Management’s Weyerhaeuser WY Stock Holding History

Atlas Private Wealth Management’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
2021 Q2	–	Sell	-280	Closed	-$10K	–	388
2021 Q1	$10K	Sell	280 -105	-27%	-$3.58K	0.01%	314
2020 Q4	$13K	Hold	385	–	–	0.01%	292
2020 Q3	$11K	Hold	385	–	–	0.01%	307
2020 Q2	$9K	Hold	385	–	–	0.01%	340
2020 Q1	$7K	Buy	385 +3	+0.8%	+$79	0.01%	345
2019 Q4	$12K	Buy	+382	New	+$11.1K	0.01%	340

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Atlas Private Wealth Management's WY Position: Q2 2021 in Review

Atlas Private Wealth Management sold out of Weyerhaeuser (WY) in Q2 2021, closing a stake of 280 shares — an estimated $10K sold.

Atlas Private Wealth Management first reported a position in WY in Q4 2019 and held it in 6 quarters. The position peaked at $13K in Q4 2020. 920 funds tracked by Wall St. Rank hold WY as of Q2 2021.

Atlas Private Wealth Management reported no remaining Weyerhaeuser position as of Q2 2021 after selling out during the quarter.
Atlas Private Wealth Management sold 280 Weyerhaeuser shares in Q2 2021, an estimated $10K.
Atlas Private Wealth Management first reported a position in Weyerhaeuser in Q4 2019 and held it in 6 quarters.
Atlas Private Wealth Management's Weyerhaeuser position peaked at $13K in Q4 2020.
920 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2021.

Based on Atlas Private Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.