Baron Financial Group’s Weyerhaeuser WY Stock Holding History

Baron Financial Group’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
2021 Q1	–	Sell	-335	Closed	-$11.2K	–	254
2020 Q4	$11.2K	Hold	335	–	–	0.01%	166
2020 Q3	$9.55K	Buy	+335	New	+$9.2K	0.01%	176

Other funds holding WY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Baron Financial Group's WY Position: Q1 2021 in Review

Baron Financial Group sold out of Weyerhaeuser (WY) in Q1 2021, closing a stake of 335 shares — an estimated $11.2K sold.

Baron Financial Group first reported a position in WY in Q3 2020 and held it in 2 quarters. The position peaked at $11.2K in Q4 2020. 923 funds tracked by Wall St. Rank hold WY as of Q1 2021.

Baron Financial Group reported no remaining Weyerhaeuser position as of Q1 2021 after selling out during the quarter.
Baron Financial Group sold 335 Weyerhaeuser shares in Q1 2021, an estimated $11.2K.
Baron Financial Group first reported a position in Weyerhaeuser in Q3 2020 and held it in 2 quarters.
Baron Financial Group's Weyerhaeuser position peaked at $11.2K in Q4 2020.
923 funds tracked by Wall St. Rank held Weyerhaeuser as of Q1 2021.

Based on Baron Financial Group's 13F filing for Q1 2021, filed 13 May 2021.