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	–	2101
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 $5.7T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates

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

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

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

First Eagle Investment Management

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return