Atwood & Palmer’s Weyerhaeuser WY Stock Holding History

Atwood & Palmer’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	-5,676	Closed	-$157K	–	305
2019 Q3	$157K	Sell	5,676 -220	-4%	-$5.74K	0.02%	140
2019 Q2	$155K	Hold	5,896	–	–	0.02%	136
2019 Q1	$155K	Sell	5,896 -220	-4%	-$5.54K	0.02%	131
2018 Q4	$134K	Buy	6,116 +220	+4%	+$5.86K	0.02%	136
2018 Q3	$190K	Sell	5,896 -400	-6%	-$13.9K	0.02%	126
2018 Q2	$230K	Hold	6,296	–	–	0.03%	121
2018 Q1	$220K	Hold	6,296	–	–	0.03%	120
2017 Q4	$222K	Hold	6,296	–	–	0.03%	125
2017 Q3	$214K	Hold	6,296	–	–	0.03%	124
2017 Q2	$211K	Hold	6,296	–	–	0.03%	124
2017 Q1	$214K	Hold	6,296	–	–	0.03%	114
2016 Q4	$189K	Hold	6,296	–	–	0.03%	116
2016 Q3	$201K	Buy	6,296 +220	+4%	+$6.96K	0.04%	112
2016 Q2	$181K	Hold	6,076	–	–	0.03%	114
2016 Q1	$188K	Buy	6,076 +400	+7%	+$10.7K	0.03%	113
2015 Q4	$170K	Hold	5,676	–	–	0.03%	136
2015 Q3	$155K	Hold	5,676	–	–	0.03%	131
2015 Q2	$179K	Hold	5,676	–	–	0.03%	132
2015 Q1	$188K	Hold	5,676	–	–	0.03%	127
2014 Q4	$204K	Hold	5,676	–	–	0.04%	120
2014 Q3	$181K	Hold	5,676	–	–	0.03%	132
2014 Q2	$188K	Buy	+5,676	New	+$172K	0.05%	118

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 $3.37T AUM 44.26% 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

Atwood & Palmer's WY Position: Q4 2019 in Review

Atwood & Palmer sold out of Weyerhaeuser (WY) in Q4 2019, closing a stake of 5,676 shares — an estimated $157K sold.

Atwood & Palmer first reported a position in WY in Q2 2014 and held it in 22 quarters. The position peaked at $230K in Q2 2018. 934 funds tracked by Wall St. Rank hold WY as of Q4 2019.

Atwood & Palmer reported no remaining Weyerhaeuser position as of Q4 2019 after selling out during the quarter.
Atwood & Palmer sold 5,676 Weyerhaeuser shares in Q4 2019, an estimated $157K.
Atwood & Palmer first reported a position in Weyerhaeuser in Q2 2014 and held it in 22 quarters.
Atwood & Palmer's Weyerhaeuser position peaked at $230K in Q2 2018.
934 funds tracked by Wall St. Rank held Weyerhaeuser as of Q4 2019.

Based on Atwood & Palmer's 13F filing for Q4 2019, filed 5 Feb 2020.