BSW Wealth Partners’s Weyerhaeuser WY Stock Holding History

BSW Wealth Partners’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
2024 Q4	–	Sell	-5,939	Closed	-$201K	–	330
2024 Q3	$201K	Buy	+5,939	New	+$183K	0.03%	294
2024 Q2	–	Sell	-6,075	Closed	-$218K	–	307
2024 Q1	$218K	Buy	6,075 +240	+4%	+$8.12K	0.04%	268
2023 Q4	$203K	Buy	+5,835	New	+$182K	0.04%	261
2022 Q2	–	Sell	-5,766	Closed	-$219K	–	311
2022 Q1	$219K	Sell	5,766 -155	-3%	-$6.15K	0.06%	261
2021 Q4	$244K	Buy	+5,921	New	+$225K	0.06%	221

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

BSW Wealth Partners's WY Position: Q4 2024 in Review

BSW Wealth Partners sold out of Weyerhaeuser (WY) in Q4 2024, closing a stake of 5,939 shares — an estimated $201K sold.

BSW Wealth Partners first reported a position in WY in Q4 2021 and held it in 5 quarters. The position peaked at $244K in Q4 2021. 940 funds tracked by Wall St. Rank hold WY as of Q4 2024.

BSW Wealth Partners reported no remaining Weyerhaeuser position as of Q4 2024 after selling out during the quarter.
BSW Wealth Partners sold 5,939 Weyerhaeuser shares in Q4 2024, an estimated $201K.
BSW Wealth Partners first reported a position in Weyerhaeuser in Q4 2021 and held it in 5 quarters.
BSW Wealth Partners's Weyerhaeuser position peaked at $244K in Q4 2021.
940 funds tracked by Wall St. Rank held Weyerhaeuser as of Q4 2024.

Based on BSW Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.