Avantax Advisory Services’s Weyerhaeuser WY Stock Holding History

Avantax Advisory Services’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 Q2	$1.06M	Sell	41,456 -717	-2%	-$18.8K	0.01%	1130
2025 Q1	$1.23M	Buy	42,173 +6,634	+19%	+$197K	0.01%	982
2024 Q4	$1M	Buy	35,539 +1,577	+5%	+$49.2K	0.01%	1039
2024 Q3	$1.15M	Buy	33,962 +4,545	+15%	+$140K	0.01%	952
2024 Q2	$835K	Buy	29,417 +17,381	+144%	+$538K	0.01%	1076
2024 Q1	$432K	Buy	12,036 +2,340	+24%	+$79.2K	﹤0.01%	1116
2023 Q4	$337K	Buy	9,696 +544	+6%	+$16.9K	﹤0.01%	1180
2023 Q3	$281K	Sell	9,152 -850	-8%	-$28K	﹤0.01%	1234
2023 Q2	$335K	Buy	10,002 +333	+3%	+$10K	﹤0.01%	1125
2023 Q1	$291K	Sell	9,669 -556	-5%	-$17.5K	﹤0.01%	1167
2022 Q4	$317K	Sell	10,225 -1,812	-15%	-$56.2K	﹤0.01%	1081
2022 Q3	$344K	Sell	12,037 -1,259	-9%	-$42.9K	0.01%	935
2022 Q2	$440K	Sell	13,296 -224	-2%	-$8.54K	0.01%	838
2022 Q1	$511K	Buy	13,520 +5,450	+68%	+$216K	0.01%	782
2021 Q4	$332K	Buy	8,070 +1,188	+17%	+$45.1K	0.01%	931
2021 Q3	$249K	Buy	+6,882	New	+$241K	﹤0.01%	1005
2021 Q2	–	Sell	-8,048	Closed	-$285K	–	1164
2021 Q1	$285K	Buy	+8,048	New	+$274K	0.01%	829
2020 Q4	–	Sell	-20,046	Closed	-$573K	–	1367
2020 Q3	$573K	Buy	+20,046	New	+$550K	0.01%	746
2020 Q1	–	Sell	-7,135	Closed	-$217K	–	905
2019 Q4	$217K	Buy	+7,135	New	+$207K	0.01%	758

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Avantax Advisory Services's WY Position: Q2 2025 in Review

Avantax Advisory Services reduced its Weyerhaeuser (WY) stake by 1.7% in Q2 2025, selling an estimated $18.8K and leaving 41,456 shares worth $1.06M. The position accounts for 0.01% of the portfolio, ranked #1130.

Avantax Advisory Services first reported a position in WY in Q4 2019 and has held it in 19 quarters since. The position peaked at $1.23M in Q1 2025. 897 funds tracked by Wall St. Rank hold WY as of Q2 2025.

Avantax Advisory Services held 41,456 shares of Weyerhaeuser worth $1.06M as of Q2 2025.
Avantax Advisory Services sold 717 Weyerhaeuser shares in Q2 2025, an estimated $18.8K.
Weyerhaeuser made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1130 holding.
Avantax Advisory Services first reported a position in Weyerhaeuser in Q4 2019 and has held it in 19 quarters since.
Avantax Advisory Services's Weyerhaeuser position peaked at $1.23M in Q1 2025.
897 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.