BFA
WY icon

Beacon Financial Advisory’s Weyerhaeuser WY Stock Holding History

Beacon Financial Advisory’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
2020
Q3 		– Sell
-17,727
Closed -$398K – 189
2020
Q2 		$398K Sell
17,727
-386
-2% -$7.81K 0.43% 71
2020
Q1 		$307K Buy
18,113
+100
+0.6% +$2.63K 0.39% 88
2019
Q4 		$543K Buy
+18,013
New +$523K 0.47% 63

Other funds holding WY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Beacon Financial Advisory's WY Position: Q3 2020 in Review

Beacon Financial Advisory sold out of Weyerhaeuser (WY) in Q3 2020, closing a stake of 17,727 shares — an estimated $398K sold.

Beacon Financial Advisory first reported a position in WY in Q4 2019 and held it in 3 quarters. The position peaked at $543K in Q4 2019. 820 funds tracked by Wall St. Rank hold WY as of Q3 2020.

  • Beacon Financial Advisory reported no remaining Weyerhaeuser position as of Q3 2020 after selling out during the quarter.
  • Beacon Financial Advisory sold 17,727 Weyerhaeuser shares in Q3 2020, an estimated $398K.
  • Beacon Financial Advisory first reported a position in Weyerhaeuser in Q4 2019 and held it in 3 quarters.
  • Beacon Financial Advisory's Weyerhaeuser position peaked at $543K in Q4 2019.
  • 820 funds tracked by Wall St. Rank held Weyerhaeuser as of Q3 2020.

Based on Beacon Financial Advisory's 13F filing for Q3 2020, filed 8 Oct 2020.