Berman Capital Advisors’s Weyerhaeuser WY Stock Holding History

Berman Capital 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
2021 Q3	$66K	Buy	1,868 +209	+13%	+$7.32K	0.01%	575
2021 Q2	$57K	Buy	1,659 +811	+96%	+$30.1K	0.01%	530
2021 Q1	$30K	Sell	848 -1,329	-61%	-$45.2K	0.01%	664
2020 Q4	$72K	Buy	2,177 +2,080	+2,144%	+$62.6K	0.02%	320
2020 Q3	$2K	Hold	97	–	–	﹤0.01%	1353
2020 Q2	$2K	Sell	97 -1,062	-92%	-$21.5K	﹤0.01%	1331
2020 Q1	$19K	Sell	1,159 -1,290	-53%	-$33.9K	0.01%	513
2019 Q4	$73K	Buy	2,449 +114	+5%	+$3.31K	0.02%	262
2019 Q3	$64K	Buy	2,335 +542	+30%	+$14.1K	0.02%	270
2019 Q2	$47K	Buy	1,793 +637	+55%	+$16.2K	0.02%	318
2019 Q1	$30K	Buy	1,156 +62	+6%	+$1.56K	0.01%	366
2018 Q4	$23K	Buy	+1,094	New	+$29.1K	0.01%	366

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

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Berman Capital Advisors's WY Position: Q3 2021 in Review

Berman Capital Advisors increased its Weyerhaeuser (WY) stake by 13% in Q3 2021, buying an estimated $7.32K and bringing the position to 1,868 shares worth $66K. The position accounts for 0.01% of the portfolio, ranked #575.

Berman Capital Advisors first reported a position in WY in Q4 2018 and has held it in 12 quarters since. The position peaked at $73K in Q4 2019. 900 funds tracked by Wall St. Rank hold WY as of Q3 2021.

Berman Capital Advisors held 1,868 shares of Weyerhaeuser worth $66K as of Q3 2021.
Berman Capital Advisors bought 209 Weyerhaeuser shares in Q3 2021, an estimated $7.32K.
Weyerhaeuser made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #575 holding.
Berman Capital Advisors first reported a position in Weyerhaeuser in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's Weyerhaeuser position peaked at $73K in Q4 2019.
900 funds tracked by Wall St. Rank held Weyerhaeuser as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.