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Braun-Bostich & Associates’s Weyerhaeuser WY Stock Holding History

Braun-Bostich & Associates’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
-320
Closed -$7K – 349
2020
Q2 		$7K Hold
320
– – 0.01% 247
2020
Q1 		$5K Hold
320
– – 0.01% 254
2019
Q4 		$9K Buy
+320
New +$9.29K 0.01% 251
2019
Q3 		– Sell
-320
Closed -$8K – 310
2019
Q2 		$8K Hold
320
– – 0.01% 275
2019
Q1 		$8K Sell
320
-520
-62% -$13.1K 0.01% 280
2018
Q4 		$18K Buy
840
+320
+62% +$8.52K 0.02% 236
2018
Q3 		$17K Buy
+520
New +$18.1K 0.02% 245

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

Braun-Bostich & Associates's WY Position: Q3 2020 in Review

Braun-Bostich & Associates sold out of Weyerhaeuser (WY) in Q3 2020, closing a stake of 320 shares — an estimated $7K sold.

Braun-Bostich & Associates first reported a position in WY in Q3 2018 and held it in 7 quarters. The position peaked at $18K in Q4 2018. 820 funds tracked by Wall St. Rank hold WY as of Q3 2020.

  • Braun-Bostich & Associates reported no remaining Weyerhaeuser position as of Q3 2020 after selling out during the quarter.
  • Braun-Bostich & Associates sold 320 Weyerhaeuser shares in Q3 2020, an estimated $7K.
  • Braun-Bostich & Associates first reported a position in Weyerhaeuser in Q3 2018 and held it in 7 quarters.
  • Braun-Bostich & Associates's Weyerhaeuser position peaked at $18K in Q4 2018.
  • 820 funds tracked by Wall St. Rank held Weyerhaeuser as of Q3 2020.

Based on Braun-Bostich & Associates's 13F filing for Q3 2020, filed 9 Oct 2020.