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Cape Investment Advisory’s Weyerhaeuser WY Stock Holding History

Cape Investment Advisory’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
Q2 		– Sell
-3
Closed -$88 – 1265
2025
Q1 		$88 Hold
3
– – ﹤0.01% 1101
2024
Q4 		$84 Buy
+3
New +$94 ﹤0.01% 1113
2023
Q2 		– Sell
-320
Closed -$9.64K – 991
2023
Q1 		$9.64K Buy
+320
New +$10.1K 0.01% 547

Other funds holding WY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Cape Investment Advisory's WY Position: Q2 2025 in Review

Cape Investment Advisory sold out of Weyerhaeuser (WY) in Q2 2025, closing a stake of 3 shares — an estimated $88 sold.

Cape Investment Advisory first reported a position in WY in Q1 2023 and held it in 3 quarters. The position peaked at $9.64K in Q1 2023. 897 funds tracked by Wall St. Rank hold WY as of Q2 2025.

  • Cape Investment Advisory reported no remaining Weyerhaeuser position as of Q2 2025 after selling out during the quarter.
  • Cape Investment Advisory sold 3 Weyerhaeuser shares in Q2 2025, an estimated $88.
  • Cape Investment Advisory first reported a position in Weyerhaeuser in Q1 2023 and held it in 3 quarters.
  • Cape Investment Advisory's Weyerhaeuser position peaked at $9.64K in Q1 2023.
  • 897 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2025.

Based on Cape Investment Advisory's 13F filing for Q2 2025, filed 19 Aug 2025.