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Benjamin F. Edwards & Company’s Weyerhaeuser WY Stock Holding History

Benjamin F. Edwards & Company’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
2024
Q2 		$147K Sell
5,153
-1,908
-27% -$59K ﹤0.01% 1004
2024
Q1 		$254K Sell
7,061
-639
-8% -$21.6K ﹤0.01% 836
2023
Q4 		$268K Buy
7,700
+3
+0% +$93 0.01% 782
2023
Q3 		$236K Sell
7,697
-204
-3% -$6.71K 0.01% 688
2023
Q2 		$265K Buy
7,901
+4
+0.1% +$120 0.01% 651
2023
Q1 		$238K Buy
7,897
+527
+7% +$16.6K 0.01% 673
2022
Q4 		$228K Sell
7,370
-2,105
-22% -$65.2K 0.01% 685
2022
Q3 		$271K Sell
9,475
-115
-1% -$3.92K 0.01% 581
2022
Q2 		$318K Buy
9,590
+3
+0% +$114 0.02% 541
2022
Q1 		$363K Buy
9,587
+21
+0.2% +$833 0.02% 528
2021
Q4 		$394K Buy
9,566
+424
+5% +$16.1K 0.02% 506
2021
Q3 		$325K Buy
9,142
+2
+0% +$70 0.02% 535
2021
Q2 		$315K Sell
9,140
-994
-10% -$36.9K 0.02% 544
2021
Q1 		$361K Buy
10,134
+551
+6% +$18.8K 0.02% 531
2020
Q4 		$321K Sell
9,583
-429
-4% -$12.9K 0.02% 527
2020
Q3 		$286K Buy
10,012
+315
+3% +$8.65K 0.02% 511
2020
Q2 		$218K Buy
9,697
+63
+0.7% +$1.27K 0.02% 552
2020
Q1 		$163K Sell
9,634
-3,100
-24% -$81.5K 0.01% 558
2019
Q4 		$385K Buy
12,734
+105
+0.8% +$3.05K 0.03% 445
2019
Q3 		$350K Sell
12,629
-3,065
-20% -$80K 0.03% 434
2019
Q2 		$413K Sell
15,694
-6,987
-31% -$178K 0.03% 393
2019
Q1 		$597K Buy
22,681
+165
+0.7% +$4.16K 0.05% 303
2018
Q4 		$492K Buy
22,516
+725
+3% +$19.3K 0.05% 313
2018
Q3 		$703K Sell
21,791
-1,272
-6% -$44.2K 0.07% 276
2018
Q2 		$841K Sell
23,063
-327
-1% -$12K 0.08% 253
2018
Q1 		$819K Buy
23,390
+736
+3% +$26K 0.08% 243
2017
Q4 		$799K Buy
22,654
+692
+3% +$24.5K 0.08% 241
2017
Q3 		$747K Buy
21,962
+3,501
+19% +$115K 0.09% 223
2017
Q2 		$618K Sell
18,461
-615
-3% -$20.7K 0.08% 243
2017
Q1 		$648K Sell
19,076
-335
-2% -$10.9K 0.1% 222
2016
Q4 		$584K Buy
19,411
+16,403
+545% +$505K 0.1% 226
2016
Q3 		$96K Buy
3,008
+40
+1% +$1.26K 0.02% 449
2016
Q2 		$88K Sell
2,968
-29,199
-91% -$898K 0.02% 430
2016
Q1 		$997K Buy
32,167
+32,149
+178,606% +$859K 0.21% 108
2015
Q4 		$1K Buy
+18
New +$543 ﹤0.01% 1113
2015
Q2 		– Sell
-700
Closed -$23K – 1205
2015
Q1 		$23K Hold
700
– – ﹤0.01% 730
2014
Q4 		$25K Hold
700
– – 0.01% 633
2014
Q3 		$22K Sell
700
-210
-23% -$6.88K 0.01% 638
2014
Q2 		$30K Hold
910
– – 0.01% 547
2014
Q1 		$27K Hold
910
– – 0.01% 531
2013
Q4 		$29K Buy
910
+310
+52% +$9.28K 0.01% 497
2013
Q3 		$17K Buy
600
+300
+100% +$8.49K 0.01% 533
2013
Q2 		$9K Buy
+300
New +$9.07K ﹤0.01% 601

Other funds holding WY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Benjamin F. Edwards & Company's WY Position: Q2 2024 in Review

Benjamin F. Edwards & Company reduced its Weyerhaeuser (WY) stake by 27% in Q2 2024, selling an estimated $59K and leaving 5,153 shares worth $147K. The position accounts for ﹤0.01% of the portfolio, ranked #1004.

Benjamin F. Edwards & Company first reported a position in WY in Q2 2013 and has held it in 43 quarters since. The position peaked at $997K in Q1 2016. 957 funds tracked by Wall St. Rank hold WY as of Q2 2024.

  • Benjamin F. Edwards & Company held 5,153 shares of Weyerhaeuser worth $147K as of Q2 2024.
  • Benjamin F. Edwards & Company sold 1,908 Weyerhaeuser shares in Q2 2024, an estimated $59K.
  • Weyerhaeuser made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1004 holding.
  • Benjamin F. Edwards & Company first reported a position in Weyerhaeuser in Q2 2013 and has held it in 43 quarters since.
  • Benjamin F. Edwards & Company's Weyerhaeuser position peaked at $997K in Q1 2016.
  • 957 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.