Capital Performance Advisors’s Weyerhaeuser WY Stock Holding History

Capital Performance 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
2024 Q4	–	Sell	-1,468	Closed	-$49.7K	–	2731
2024 Q3	$49.7K	Buy	+1,468	New	+$45.1K	0.02%	353

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

Capital Performance Advisors's WY Position: Q4 2024 in Review

Capital Performance Advisors sold out of Weyerhaeuser (WY) in Q4 2024, closing a stake of 1,468 shares — an estimated $49.7K sold.

Capital Performance Advisors first reported a position in WY in Q3 2024 and held it in 1 quarter. The position peaked at $49.7K in Q3 2024. 940 funds tracked by Wall St. Rank hold WY as of Q4 2024.

Capital Performance Advisors reported no remaining Weyerhaeuser position as of Q4 2024 after selling out during the quarter.
Capital Performance Advisors sold 1,468 Weyerhaeuser shares in Q4 2024, an estimated $49.7K.
Capital Performance Advisors first reported a position in Weyerhaeuser in Q3 2024 and held it in 1 quarter.
Capital Performance Advisors's Weyerhaeuser position peaked at $49.7K in Q3 2024.
940 funds tracked by Wall St. Rank held Weyerhaeuser as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.