BerganKDV Wealth Management’s Weyerhaeuser WY Stock Holding History

BerganKDV 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 Q2	$42.9K	Sell	1,280 -32	-2%	-$963	﹤0.01%	397
2023 Q1	$39.5K	Hold	1,312	–	–	﹤0.01%	421
2022 Q4	$40.7K	Hold	1,312	–	–	﹤0.01%	398
2022 Q3	$37K	Hold	1,312	–	–	﹤0.01%	405
2022 Q2	$43K	Hold	1,312	–	–	﹤0.01%	399
2022 Q1	$50K	Sell	1,312 -432	-25%	-$17.1K	0.01%	397
2021 Q4	$72K	Buy	1,744 +1,710	+5,029%	+$64.9K	0.01%	374
2021 Q3	$1K	Hold	34	–	–	﹤0.01%	1012
2021 Q2	$1K	Hold	34	–	–	﹤0.01%	958
2021 Q1	$1K	Hold	34	–	–	﹤0.01%	906
2020 Q4	$1K	Hold	34	–	–	﹤0.01%	911
2020 Q3	$1K	Hold	34	–	–	﹤0.01%	880
2020 Q2	$1K	Sell	34 -1,701	-98%	-$34.4K	﹤0.01%	920
2020 Q1	$29K	Hold	1,735	–	–	0.01%	385
2019 Q4	$52K	Buy	1,735 +64	+4%	+$1.86K	0.01%	344
2019 Q3	$46K	Buy	+1,671	New	+$43.6K	0.01%	343
2019 Q2	–	Hold	0	–	–	–	343
2019 Q1	–	Hold	0	–	–	–	358
2018 Q4	–	Hold	0	–	–	–	339
2018 Q3	–	Hold	0	–	–	–	317
2018 Q2	–	Hold	0	–	–	–	304

Other funds holding WY

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

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

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

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

BerganKDV Wealth Management's WY Position: Q2 2023 in Review

BerganKDV Wealth Management reduced its Weyerhaeuser (WY) stake by 2.4% in Q2 2023, selling an estimated $963 and leaving 1,280 shares worth $42.9K. The position accounts for ﹤0.01% of the portfolio, ranked #397.

BerganKDV Wealth Management first reported a position in WY in Q3 2019 and has held it in 16 quarters since. The position peaked at $72K in Q4 2021. 960 funds tracked by Wall St. Rank hold WY as of Q2 2023.

BerganKDV Wealth Management held 1,280 shares of Weyerhaeuser worth $42.9K as of Q2 2023.
BerganKDV Wealth Management sold 32 Weyerhaeuser shares in Q2 2023, an estimated $963.
Weyerhaeuser made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #397 holding.
BerganKDV Wealth Management first reported a position in Weyerhaeuser in Q3 2019 and has held it in 16 quarters since.
BerganKDV Wealth Management's Weyerhaeuser position peaked at $72K in Q4 2021.
960 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.