Axxcess Wealth Management’s Weyerhaeuser WY Stock Holding History

Axxcess Wealth Management’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 Q4	–	Sell	-6,852	Closed	-$232K	–	942
2024 Q3	$232K	Sell	6,852 -479	-7%	-$14.7K	0.01%	783
2024 Q2	$208K	Sell	7,331 -1,000	-12%	-$30.9K	0.01%	787
2024 Q1	$299K	Sell	8,331 -10	-0.1%	-$338	0.01%	666
2023 Q4	$290K	Buy	+8,341	New	+$260K	0.01%	651
2022 Q2	–	Sell	-11,729	Closed	-$445K	–	684
2022 Q1	$445K	Buy	+11,729	New	+$465K	0.03%	378

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

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

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

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

Axxcess Wealth Management's WY Position: Q4 2024 in Review

Axxcess Wealth Management sold out of Weyerhaeuser (WY) in Q4 2024, closing a stake of 6,852 shares — an estimated $232K sold.

Axxcess Wealth Management first reported a position in WY in Q1 2022 and held it in 5 quarters. The position peaked at $445K in Q1 2022. 940 funds tracked by Wall St. Rank hold WY as of Q4 2024.

Axxcess Wealth Management reported no remaining Weyerhaeuser position as of Q4 2024 after selling out during the quarter.
Axxcess Wealth Management sold 6,852 Weyerhaeuser shares in Q4 2024, an estimated $232K.
Axxcess Wealth Management first reported a position in Weyerhaeuser in Q1 2022 and held it in 5 quarters.
Axxcess Wealth Management's Weyerhaeuser position peaked at $445K in Q1 2022.
940 funds tracked by Wall St. Rank held Weyerhaeuser as of Q4 2024.

Based on Axxcess Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.