B. Riley Wealth Management’s Weyerhaeuser WY Stock Holding History

B. Riley 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
2022 Q2	$430K	Buy	12,997 +3,843	+42%	+$147K	0.04%	332
2022 Q1	$347K	Buy	9,154 +590	+7%	+$23.4K	0.03%	415
2021 Q4	$353K	Sell	8,564 -223	-3%	-$8.47K	0.02%	427
2021 Q3	$313K	Buy	8,787 +1,132	+15%	+$39.7K	0.02%	444
2021 Q2	$263K	Hold	7,655	–	–	0.03%	335
2021 Q1	$273K	Buy	+7,655	New	+$261K	0.03%	313
2020 Q4	–	Sell	-7,655	Closed	-$218K	–	472
2020 Q3	$218K	Sell	7,655 -4,554	-37%	-$125K	0.03%	346
2020 Q2	$274K	Sell	12,209 -3,172	-21%	-$64.2K	0.03%	320
2020 Q1	$261K	Buy	+15,381	New	+$405K	0.03%	381
2019 Q2	–	Sell	-8,280	Closed	-$218K	–	440
2019 Q1	$218K	Buy	+8,280	New	+$209K	0.04%	334
2018 Q4	–	Sell	-6,979	Closed	-$225K	–	412
2018 Q3	$225K	Buy	+6,979	New	+$242K	0.06%	264
2015 Q3	–	Sell	-2,714	Closed	-$85K	–	764
2015 Q2	$85K	Buy	2,714 +24	+0.9%	+$772	0.07%	305
2015 Q1	$89K	Buy	2,690 +23	+0.9%	+$805	0.07%	309
2014 Q4	$95K	Buy	2,667 +22	+0.8%	+$755	0.08%	281
2014 Q3	$84K	Buy	2,645 +23	+0.9%	+$754	0.06%	320
2014 Q2	$86K	Buy	2,622 +18	+0.7%	+$544	0.06%	378
2014 Q1	$76K	Buy	+2,604	New	+$78.3K	0.06%	369

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

B. Riley Wealth Management's WY Position: Q2 2022 in Review

B. Riley Wealth Management increased its Weyerhaeuser (WY) stake by 42% in Q2 2022, buying an estimated $147K and bringing the position to 12,997 shares worth $430K. The position accounts for 0.04% of the portfolio, ranked #332.

B. Riley Wealth Management first reported a position in WY in Q1 2014 and has held it in 17 quarters since. 1,020 funds tracked by Wall St. Rank hold WY as of Q2 2022.

B. Riley Wealth Management held 12,997 shares of Weyerhaeuser worth $430K as of Q2 2022.
B. Riley Wealth Management bought 3,843 Weyerhaeuser shares in Q2 2022, an estimated $147K.
Weyerhaeuser made up 0.04% of B. Riley Wealth Management's portfolio in Q2 2022, its #332 holding.
B. Riley Wealth Management first reported a position in Weyerhaeuser in Q1 2014 and has held it in 17 quarters since.
1,020 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.