BOK Financial Private Wealth’s Weyerhaeuser WY Stock Holding History

BOK Financial Private Wealth’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
2020 Q1	–	Sell	-11,852	Closed	-$358K	–	207
2019 Q4	$358K	Sell	11,852 -883	-7%	-$25.6K	0.03%	142
2019 Q3	$353K	Buy	12,735 +335	+3%	+$8.74K	0.05%	84
2019 Q2	$327K	Sell	12,400 -6,609	-35%	-$168K	0.05%	85
2019 Q1	$501K	Sell	19,009 -396	-2%	-$9.98K	0.07%	62
2018 Q4	$424K	Buy	19,405 +1,005	+5%	+$26.8K	0.06%	70
2018 Q3	$594K	Hold	18,400	–	–	0.09%	52
2018 Q2	$671K	Hold	18,400	–	–	0.11%	47
2018 Q1	$644K	Hold	18,400	–	–	0.11%	52
2017 Q4	$649K	Hold	18,400	–	–	0.1%	52
2017 Q3	$626K	Hold	18,400	–	–	0.1%	54
2017 Q2	$616K	Hold	18,400	–	–	0.09%	60
2017 Q1	$625K	Hold	18,400	–	–	0.09%	67
2016 Q4	$554K	Hold	18,400	–	–	0.08%	72
2016 Q3	$588K	Buy	18,400 +640	+4%	+$20.2K	0.09%	73
2016 Q2	$529K	Hold	17,760	–	–	0.08%	72
2016 Q1	$550K	Buy	+17,760	New	+$474K	0.09%	42

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

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

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

BOK Financial Private Wealth's WY Position: Q1 2020 in Review

BOK Financial Private Wealth sold out of Weyerhaeuser (WY) in Q1 2020, closing a stake of 11,852 shares — an estimated $358K sold.

BOK Financial Private Wealth first reported a position in WY in Q1 2016 and held it in 16 quarters. The position peaked at $671K in Q2 2018. 821 funds tracked by Wall St. Rank hold WY as of Q1 2020.

BOK Financial Private Wealth reported no remaining Weyerhaeuser position as of Q1 2020 after selling out during the quarter.
BOK Financial Private Wealth sold 11,852 Weyerhaeuser shares in Q1 2020, an estimated $358K.
BOK Financial Private Wealth first reported a position in Weyerhaeuser in Q1 2016 and held it in 16 quarters.
BOK Financial Private Wealth's Weyerhaeuser position peaked at $671K in Q2 2018.
821 funds tracked by Wall St. Rank held Weyerhaeuser as of Q1 2020.

Based on BOK Financial Private Wealth's 13F filing for Q1 2020, filed 7 May 2020.