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Capital Investment Advisors’s Weyerhaeuser WY Stock Holding History

Capital 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
2025
Q2 		– Sell
-8,067
Closed -$236K – 730
2025
Q1 		$236K Buy
+8,067
New +$240K ﹤0.01% 594
2024
Q4 		– Sell
-8,294
Closed -$281K – 700
2024
Q3 		$281K Buy
8,294
+414
+5% +$12.7K 0.01% 531
2024
Q2 		$224K Sell
7,880
-976
-11% -$30.2K 0.01% 566
2024
Q1 		$318K Sell
8,856
-215
-2% -$7.28K 0.01% 473
2023
Q4 		$315K Sell
9,071
-1,001
-10% -$31.1K 0.01% 460
2023
Q3 		$309K Sell
10,072
-596
-6% -$19.6K 0.01% 442
2023
Q2 		$357K Sell
10,668
-628
-6% -$18.9K 0.01% 393
2023
Q1 		$340K Buy
11,296
+4,789
+74% +$151K 0.01% 420
2022
Q4 		$202K Sell
6,507
-4,347
-40% -$135K 0.01% 534
2022
Q3 		$310K Buy
10,854
+4,498
+71% +$153K 0.01% 407
2022
Q2 		$211K Sell
6,356
-3,794
-37% -$145K 0.01% 512
2022
Q1 		$385K Buy
10,150
+3
+0% +$119 0.01% 409
2021
Q4 		$418K Buy
10,147
+1,460
+17% +$55.4K 0.01% 406
2021
Q3 		$309K Buy
8,687
+91
+1% +$3.19K 0.01% 447
2021
Q2 		$296K Buy
8,596
+567
+7% +$21K 0.01% 454
2021
Q1 		$286K Sell
8,029
-1,609
-17% -$54.8K 0.01% 440
2020
Q4 		$323K Sell
9,638
-400
-4% -$12K 0.01% 402
2020
Q3 		$286K Sell
10,038
-1,721
-15% -$47.3K 0.01% 399
2020
Q2 		$264K Buy
11,759
+1,534
+15% +$31K 0.01% 406
2020
Q1 		$173K Sell
10,225
-1,627
-14% -$42.8K 0.01% 433
2019
Q4 		$358K Sell
11,852
-928
-7% -$26.9K 0.02% 372
2019
Q3 		$354K Buy
12,780
+2,641
+26% +$68.9K 0.02% 364
2019
Q2 		$267K Buy
+10,139
New +$258K 0.01% 405
2018
Q3 		– Sell
-6,227
Closed -$227K – 512
2018
Q2 		$227K Sell
6,227
-3,146
-34% -$115K 0.01% 430
2018
Q1 		$328K Buy
9,373
+1,634
+21% +$57.7K 0.02% 374
2017
Q4 		$273K Buy
+7,739
New +$274K 0.02% 402

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

Capital Investment Advisors's WY Position: Q2 2025 in Review

Capital Investment Advisors sold out of Weyerhaeuser (WY) in Q2 2025, closing a stake of 8,067 shares — an estimated $236K sold.

Capital Investment Advisors first reported a position in WY in Q4 2017 and held it in 26 quarters. The position peaked at $418K in Q4 2021. 897 funds tracked by Wall St. Rank hold WY as of Q2 2025.

  • Capital Investment Advisors reported no remaining Weyerhaeuser position as of Q2 2025 after selling out during the quarter.
  • Capital Investment Advisors sold 8,067 Weyerhaeuser shares in Q2 2025, an estimated $236K.
  • Capital Investment Advisors first reported a position in Weyerhaeuser in Q4 2017 and held it in 26 quarters.
  • Capital Investment Advisors's Weyerhaeuser position peaked at $418K in Q4 2021.
  • 897 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2025.

Based on Capital Investment Advisors's 13F filing for Q2 2025, filed 15 Jul 2025.