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Capital Investment Advisory Services’s Weyerhaeuser WY Stock Holding History

Capital Investment Advisory Services’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
Q1 		– Sell
-7,241
Closed -$204K – 1038
2024
Q4 		$204K Hold
7,241
– – 0.02% 486
2024
Q3 		$245K Buy
+7,241
New +$223K 0.02% 454
2024
Q2 		– Sell
-7,011
Closed -$252K – 1002
2024
Q1 		$252K Hold
7,011
– – 0.03% 437
2023
Q4 		$244K Buy
7,011
+244
+4% +$7.59K 0.02% 446
2023
Q3 		$207K Hold
6,767
– – 0.02% 465
2023
Q2 		$227K Sell
6,767
-292
-4% -$8.79K 0.02% 431
2023
Q1 		$213K Hold
7,059
– – 0.03% 443
2022
Q4 		$219K Hold
7,059
– – 0.03% 442
2022
Q3 		$202K Hold
7,059
– – 0.03% 429
2022
Q2 		$234K Buy
7,059
+160
+2% +$6.1K 0.03% 415
2022
Q1 		$261K Buy
6,899
+1,200
+21% +$47.6K 0.03% 415
2021
Q4 		$235K Hold
5,699
– – 0.03% 433
2021
Q3 		$203K Buy
+5,699
New +$200K 0.03% 445
2019
Q4 		– Sell
-4,984
Closed -$138K – 1264
2019
Q3 		$138K Sell
4,984
-47
-0.9% -$1.23K 0.04% 324
2019
Q2 		$126K Sell
5,031
-96
-2% -$2.44K 0.04% 349
2019
Q1 		$135K Sell
5,127
-100
-2% -$2.52K 0.05% 278
2018
Q4 		$114K Buy
+5,227
New +$139K 0.05% 277
2018
Q2 		– Sell
-6,348
Closed -$222K – 224
2018
Q1 		$222K Sell
6,348
-59
-0.9% -$2.08K 0.12% 167
2017
Q4 		$226K Sell
6,407
-1,000
-14% -$35.4K 0.13% 158
2017
Q3 		$252K Buy
7,407
+427
+6% +$14K 0.15% 149
2017
Q2 		$234K Buy
+6,980
New +$235K 0.15% 146

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
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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Investment Advisory Services's WY Position: Q1 2025 in Review

Capital Investment Advisory Services sold out of Weyerhaeuser (WY) in Q1 2025, closing a stake of 7,241 shares — an estimated $204K sold.

Capital Investment Advisory Services first reported a position in WY in Q2 2017 and held it in 21 quarters. The position peaked at $261K in Q1 2022. 959 funds tracked by Wall St. Rank hold WY as of Q1 2025.

  • Capital Investment Advisory Services reported no remaining Weyerhaeuser position as of Q1 2025 after selling out during the quarter.
  • Capital Investment Advisory Services sold 7,241 Weyerhaeuser shares in Q1 2025, an estimated $204K.
  • Capital Investment Advisory Services first reported a position in Weyerhaeuser in Q2 2017 and held it in 21 quarters.
  • Capital Investment Advisory Services's Weyerhaeuser position peaked at $261K in Q1 2022.
  • 959 funds tracked by Wall St. Rank held Weyerhaeuser as of Q1 2025.

Based on Capital Investment Advisory Services's 13F filing for Q1 2025, filed 29 Apr 2025.