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Bragg Financial Advisors’s Weyerhaeuser WY Stock Holding History

Bragg Financial 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
2020
Q3 		– Sell
-12,470
Closed -$280K – 275
2020
Q2 		$280K Sell
12,470
-5,193
-29% -$105K 0.03% 231
2020
Q1 		$299K Sell
17,663
-4,280
-20% -$113K 0.04% 219
2019
Q4 		$663K Sell
21,943
-2,195
-9% -$63.7K 0.07% 180
2019
Q3 		$669K Sell
24,138
-6,813
-22% -$178K 0.08% 178
2019
Q2 		$815K Sell
30,951
-6,244
-17% -$159K 0.1% 167
2019
Q1 		$980K Sell
37,195
-6,445
-15% -$162K 0.13% 159
2018
Q4 		$954K Sell
43,640
-28,520
-40% -$760K 0.14% 155
2018
Q3 		$2.33M Sell
72,160
-20,900
-22% -$726K 0.31% 110
2018
Q2 		$3.39M Buy
93,060
+6,645
+8% +$243K 0.48% 78
2018
Q1 		$3.02M Buy
86,415
+9,695
+13% +$342K 0.44% 87
2017
Q4 		$2.71M Buy
76,720
+8,105
+12% +$287K 0.39% 95
2017
Q3 		$2.33M Buy
68,615
+5,375
+8% +$176K 0.36% 108
2017
Q2 		$2.12M Buy
63,240
+7,175
+13% +$242K 0.33% 115
2017
Q1 		$1.91M Buy
56,065
+24,725
+79% +$804K 0.31% 120
2016
Q4 		$943K Buy
+31,340
New +$966K 0.16% 167

Other funds holding WY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bragg Financial Advisors's WY Position: Q3 2020 in Review

Bragg Financial Advisors sold out of Weyerhaeuser (WY) in Q3 2020, closing a stake of 12,470 shares — an estimated $280K sold.

Bragg Financial Advisors first reported a position in WY in Q4 2016 and held it in 15 quarters. The position peaked at $3.39M in Q2 2018. 820 funds tracked by Wall St. Rank hold WY as of Q3 2020.

  • Bragg Financial Advisors reported no remaining Weyerhaeuser position as of Q3 2020 after selling out during the quarter.
  • Bragg Financial Advisors sold 12,470 Weyerhaeuser shares in Q3 2020, an estimated $280K.
  • Bragg Financial Advisors first reported a position in Weyerhaeuser in Q4 2016 and held it in 15 quarters.
  • Bragg Financial Advisors's Weyerhaeuser position peaked at $3.39M in Q2 2018.
  • 820 funds tracked by Wall St. Rank held Weyerhaeuser as of Q3 2020.

Based on Bragg Financial Advisors's 13F filing for Q3 2020, filed 13 Nov 2020.