Axiom Advisory’s Weyerhaeuser WY Stock Holding History

Axiom Advisory’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
2024 Q3	$505K	Buy	16,448 +257	+2%	+$7.9K	﹤0.01%	223
2024 Q2	$501K	Buy	+16,191	New	+$501K	0.01%	220

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

Norges Bank Oslo, Norway $935B AUM

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Axiom Advisory's WY Position: Q3 2024 in Review

Axiom Advisory increased its Weyerhaeuser (WY) stake by 1.6% in Q3 2024, buying an estimated $7.9K and bringing the position to 16,448 shares worth $505K. The position accounts for ﹤0.01% of the portfolio, ranked #223.

Axiom Advisory first reported a position in WY in Q2 2024 and has held it in 2 quarters since. 946 funds tracked by Wall St. Rank hold WY as of Q3 2024.

Axiom Advisory held 16,448 shares of Weyerhaeuser worth $505K as of Q3 2024.
Axiom Advisory bought 257 Weyerhaeuser shares in Q3 2024, an estimated $7.9K.
Weyerhaeuser made up ﹤0.01% of Axiom Advisory's portfolio in Q3 2024, its #223 holding.
Axiom Advisory first reported a position in Weyerhaeuser in Q2 2024 and has held it in 2 quarters since.
946 funds tracked by Wall St. Rank held Weyerhaeuser as of Q3 2024.

Based on Axiom Advisory's 13F filing for Q3 2024, filed 7 Oct 2024.