Bell Investment Advisors’s Weyerhaeuser WY Stock Holding History

Bell Investment Advisors’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
2026 Q1	$562	Hold	23	–	–	﹤0.01%	1699
2025 Q4	$545	Sell	23 -19	-45%	-$439	﹤0.01%	1716
2025 Q3	$1.04K	Buy	42 +19	+83%	+$486	﹤0.01%	1540
2025 Q2	$591	Sell	23 -83	-78%	-$2.17K	﹤0.01%	1727
2025 Q1	$3.1K	Hold	106	–	–	﹤0.01%	1131
2024 Q4	$2.98K	Sell	106 -54	-34%	-$1.69K	﹤0.01%	1172
2024 Q3	$5.42K	Hold	160	–	–	﹤0.01%	889
2024 Q2	$4.54K	Hold	160	–	–	﹤0.01%	965
2024 Q1	$5.75K	Hold	160	–	–	﹤0.01%	844
2023 Q4	$5.56K	Buy	160 +54	+51%	+$1.68K	﹤0.01%	823
2023 Q3	$3.25K	Sell	106 -58	-35%	-$1.91K	﹤0.01%	1040
2023 Q2	$5.5K	Sell	164 -50	-23%	-$1.5K	﹤0.01%	777
2023 Q1	$6.45K	Sell	214 -63	-23%	-$1.99K	﹤0.01%	657
2022 Q4	$8.59K	Buy	277 +174	+169%	+$5.39K	﹤0.01%	546
2022 Q3	$3K	Buy	103 +50	+94%	+$1.7K	﹤0.01%	1001
2022 Q2	$2K	Buy	+53	New	+$2.02K	﹤0.01%	1261
2021 Q4	$5K	Hold	114	–	–	﹤0.01%	814
2021 Q3	$4K	Buy	+114	New	+$3.99K	﹤0.01%	850

Other funds holding WY

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

First Eagle Investment Management

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

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

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

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

T. Rowe Price Associates

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