Atria Wealth Solutions’s Weyerhaeuser WY Stock Holding History

Atria Wealth Solutions’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	-8,429	Closed	-$237K	–	2099
2024 Q4	$237K	Sell	8,429 -955	-10%	-$29.8K	﹤0.01%	1705
2024 Q3	$318K	Sell	9,384 -794	-8%	-$24.4K	﹤0.01%	1480
2024 Q2	$289K	Buy	10,178 +20	+0.2%	+$619	﹤0.01%	1531
2024 Q1	$365K	Sell	10,158 -172	-2%	-$5.82K	﹤0.01%	1417
2023 Q4	$359K	Sell	10,330 -1,839	-15%	-$57.2K	﹤0.01%	1376
2023 Q3	$373K	Sell	12,169 -198	-2%	-$6.52K	0.01%	1281
2023 Q2	$414K	Sell	12,367 -602	-5%	-$18.1K	0.01%	1247
2023 Q1	$391K	Buy	12,969 +1,529	+13%	+$48.2K	0.01%	1277
2022 Q4	$355K	Buy	11,440 +150	+1%	+$4.65K	0.01%	1268
2022 Q3	$322K	Buy	+11,290	New	+$384K	0.01%	1256
2022 Q2	–	Sell	-7,601	Closed	-$288K	–	1909
2022 Q1	$288K	Buy	+7,601	New	+$301K	﹤0.01%	1340

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

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Atria Wealth Solutions's WY Position: Q1 2025 in Review

Atria Wealth Solutions sold out of Weyerhaeuser (WY) in Q1 2025, closing a stake of 8,429 shares — an estimated $237K sold.

Atria Wealth Solutions first reported a position in WY in Q1 2022 and held it in 11 quarters. The position peaked at $414K in Q2 2023. 961 funds tracked by Wall St. Rank hold WY as of Q1 2025.

Atria Wealth Solutions reported no remaining Weyerhaeuser position as of Q1 2025 after selling out during the quarter.
Atria Wealth Solutions sold 8,429 Weyerhaeuser shares in Q1 2025, an estimated $237K.
Atria Wealth Solutions first reported a position in Weyerhaeuser in Q1 2022 and held it in 11 quarters.
Atria Wealth Solutions's Weyerhaeuser position peaked at $414K in Q2 2023.
961 funds tracked by Wall St. Rank held Weyerhaeuser as of Q1 2025.

Based on Atria Wealth Solutions's 13F filing for Q1 2025, filed 9 May 2025.