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Capital Directions Investment Advisors’s Weyerhaeuser WY Stock Holding History

Capital Directions Investment 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
Q1 		– Sell
-200
Closed -$6K – 248
2019
Q4 		$6K Buy
200
+2
+1% +$58 ﹤0.01% 232
2019
Q3 		$5K Buy
+198
New +$5.17K ﹤0.01% 230
2018
Q3 		– Sell
-189
Closed -$7K – 239
2018
Q2 		$7K Buy
+189
New +$6.91K ﹤0.01% 128

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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

Capital Directions Investment Advisors's WY Position: Q1 2020 in Review

Capital Directions Investment Advisors sold out of Weyerhaeuser (WY) in Q1 2020, closing a stake of 200 shares — an estimated $6K sold.

Capital Directions Investment Advisors first reported a position in WY in Q2 2018 and held it in 3 quarters. The position peaked at $7K in Q2 2018. 821 funds tracked by Wall St. Rank hold WY as of Q1 2020.

  • Capital Directions Investment Advisors reported no remaining Weyerhaeuser position as of Q1 2020 after selling out during the quarter.
  • Capital Directions Investment Advisors sold 200 Weyerhaeuser shares in Q1 2020, an estimated $6K.
  • Capital Directions Investment Advisors first reported a position in Weyerhaeuser in Q2 2018 and held it in 3 quarters.
  • Capital Directions Investment Advisors's Weyerhaeuser position peaked at $7K in Q2 2018.
  • 821 funds tracked by Wall St. Rank held Weyerhaeuser as of Q1 2020.

Based on Capital Directions Investment Advisors's 13F filing for Q1 2020, filed 11 May 2020.