APP
WY icon

Avantax Planning Partners’s Weyerhaeuser WY Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-2,901
Closed -$94K – 1210
2018
Q3 		$94K Buy
+2,901
New +$101K 0.01% 362
2018
Q2 		– Sell
-2,780
Closed -$97K – 1503
2018
Q1 		$97K Buy
+2,780
New +$98.1K 0.01% 412

Other funds holding WY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Avantax Planning Partners's WY Position: Q4 2018 in Review

Avantax Planning Partners sold out of Weyerhaeuser (WY) in Q4 2018, closing a stake of 2,901 shares — an estimated $94K sold.

Avantax Planning Partners first reported a position in WY in Q1 2018 and held it in 2 quarters. The position peaked at $97K in Q1 2018. 912 funds tracked by Wall St. Rank hold WY as of Q4 2018.

  • Avantax Planning Partners reported no remaining Weyerhaeuser position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 2,901 Weyerhaeuser shares in Q4 2018, an estimated $94K.
  • Avantax Planning Partners first reported a position in Weyerhaeuser in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Weyerhaeuser position peaked at $97K in Q1 2018.
  • 912 funds tracked by Wall St. Rank held Weyerhaeuser as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.