Bank Julius Baer & Co
WY icon

Bank Julius Baer & Co’s Weyerhaeuser WY Stock Holding History

Bank Julius Baer & Co’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
2023
Q4 		– Sell
-12,303
Closed -$377K – 575
2023
Q3 		$377K Sell
12,303
-234
-2% -$7.7K ﹤0.01% 344
2023
Q2 		$420K Sell
12,537
-235
-2% -$7.07K ﹤0.01% 351
2023
Q1 		$385K Buy
+12,772
New +$403K ﹤0.01% 371

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T. Rowe Price Associates
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank Julius Baer & Co's WY Position: Q4 2023 in Review

Bank Julius Baer & Co sold out of Weyerhaeuser (WY) in Q4 2023, closing a stake of 12,303 shares — an estimated $377K sold.

Bank Julius Baer & Co first reported a position in WY in Q1 2023 and held it in 3 quarters. The position peaked at $420K in Q2 2023. 993 funds tracked by Wall St. Rank hold WY as of Q4 2023.

  • Bank Julius Baer & Co reported no remaining Weyerhaeuser position as of Q4 2023 after selling out during the quarter.
  • Bank Julius Baer & Co sold 12,303 Weyerhaeuser shares in Q4 2023, an estimated $377K.
  • Bank Julius Baer & Co first reported a position in Weyerhaeuser in Q1 2023 and held it in 3 quarters.
  • Bank Julius Baer & Co's Weyerhaeuser position peaked at $420K in Q2 2023.
  • 993 funds tracked by Wall St. Rank held Weyerhaeuser as of Q4 2023.

Based on Bank Julius Baer & Co's 13F filing for Q4 2023, filed 2 Feb 2024.