BNC Wealth Management’s Weyerhaeuser WY Stock Holding History

BNC 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
2025 Q3	–	Sell	-8,048	Closed	-$207K	–	113
2025 Q2	$207K	Buy	8,048 +2	+0%	+$52	0.06%	93
2025 Q1	$236K	Sell	8,046 -71	-0.9%	-$2.11K	0.08%	84
2024 Q4	$228K	Hold	8,117	–	–	0.08%	85
2024 Q3	$275K	Sell	8,117 -100	-1%	-$3.07K	0.1%	77
2024 Q2	$233K	Sell	8,217 -270	-3%	-$8.35K	0.09%	89
2024 Q1	$305K	Sell	8,487 -200	-2%	-$6.77K	0.13%	83
2023 Q4	$302K	Hold	8,687	–	–	0.14%	82
2023 Q3	$266K	Hold	8,687	–	–	0.14%	84
2023 Q2	$291K	Sell	8,687 -220	-2%	-$6.62K	0.15%	83
2023 Q1	$268K	Buy	8,907 +10	+0.1%	+$315	0.15%	92
2022 Q4	$276K	Hold	8,897	–	–	0.16%	89
2022 Q3	$254K	Hold	8,897	–	–	0.15%	88
2022 Q2	$295K	Hold	8,897	–	–	0.15%	91
2022 Q1	$337K	Sell	8,897 -635	-7%	-$25.2K	0.17%	86
2021 Q4	$393K	Buy	+9,532	New	+$362K	0.19%	77
2020 Q4	–	Sell	-4,000	Closed	-$114K	–	474
2020 Q3	$114K	Buy	+4,000	New	+$110K	0.08%	105

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

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

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

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

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

BNC Wealth Management's WY Position: Q3 2025 in Review

BNC Wealth Management sold out of Weyerhaeuser (WY) in Q3 2025, closing a stake of 8,048 shares — an estimated $207K sold.

BNC Wealth Management first reported a position in WY in Q3 2020 and held it in 16 quarters. The position peaked at $393K in Q4 2021. 850 funds tracked by Wall St. Rank hold WY as of Q3 2025.

BNC Wealth Management reported no remaining Weyerhaeuser position as of Q3 2025 after selling out during the quarter.
BNC Wealth Management sold 8,048 Weyerhaeuser shares in Q3 2025, an estimated $207K.
BNC Wealth Management first reported a position in Weyerhaeuser in Q3 2020 and held it in 16 quarters.
BNC Wealth Management's Weyerhaeuser position peaked at $393K in Q4 2021.
850 funds tracked by Wall St. Rank held Weyerhaeuser as of Q3 2025.

Based on BNC Wealth Management's 13F filing for Q3 2025, filed 10 Oct 2025.