Baystate Wealth Management’s Weyerhaeuser WY Stock Holding History

Baystate 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
2023 Q4	$15.5K	Buy	+446	New	+$13.9K	﹤0.01%	620
2021 Q4	–	Sell	-9	Closed	–	–	989
2021 Q3	$0	Buy	9 +1	+13%	+$35	﹤0.01%	898
2021 Q2	$0	Hold	8	–	–	﹤0.01%	870
2021 Q1	$0	Hold	8	–	–	﹤0.01%	843
2020 Q4	$0	Sell	8 -1	-11%	-$30	﹤0.01%	774
2020 Q3	$0	Sell	9 -720	-99%	-$19.8K	﹤0.01%	753
2020 Q2	$16K	Hold	729	–	–	﹤0.01%	335
2020 Q1	$12K	Sell	729 -172	-19%	-$4.52K	﹤0.01%	352
2019 Q4	$27K	Buy	901 +194	+27%	+$5.63K	﹤0.01%	291
2019 Q3	$20K	Buy	707 +9	+1%	+$235	﹤0.01%	292
2019 Q2	$18K	Buy	698 +9	+1%	+$229	﹤0.01%	315
2019 Q1	$18K	Buy	689 +9	+1%	+$227	﹤0.01%	321
2018 Q4	$17K	Buy	680 +10	+1%	+$266	﹤0.01%	323
2018 Q3	$20K	Buy	670 +6	+0.9%	+$208	﹤0.01%	306
2018 Q2	$24K	Buy	664 +6	+0.9%	+$219	﹤0.01%	268
2018 Q1	$24K	Hold	658	–	–	﹤0.01%	269
2017 Q4	$24K	Hold	658	–	–	﹤0.01%	278
2017 Q3	$22K	Hold	658	–	–	﹤0.01%	277
2017 Q2	$22K	Hold	658	–	–	﹤0.01%	271
2017 Q1	$23K	Buy	658 +8	+1%	+$260	﹤0.01%	258
2016 Q4	$20K	Buy	+650	New	+$20K	﹤0.01%	230
2013 Q3	–	Sell	-650	Closed	-$19K	–	234
2013 Q2	$19K	Buy	+650	New	+$19.7K	0.01%	155

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

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

Baystate Wealth Management's WY Position: Q4 2023 in Review

Baystate Wealth Management opened a new position in Weyerhaeuser (WY) in Q4 2023: 446 shares worth $15.5K. The stake represents ﹤0.01% of the portfolio and ranks #620 among its holdings. This is a return to the name: Baystate Wealth Management previously reported a position in WY as recently as Q3 2021.

Baystate Wealth Management first reported a position in WY in Q2 2013 and has held it in 22 quarters since. The position peaked at $27K in Q4 2019. 993 funds tracked by Wall St. Rank hold WY as of Q4 2023.

Baystate Wealth Management held 446 shares of Weyerhaeuser worth $15.5K as of Q4 2023.
Weyerhaeuser was a new Baystate Wealth Management position in Q4 2023.
Weyerhaeuser made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #620 holding.
Baystate Wealth Management first reported a position in Weyerhaeuser in Q2 2013 and has held it in 22 quarters since.
Baystate Wealth Management's Weyerhaeuser position peaked at $27K in Q4 2019.
993 funds tracked by Wall St. Rank held Weyerhaeuser as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.