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Carolina Wealth Advisors’s Weyerhaeuser WY Stock Holding History

Carolina Wealth 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
2021
Q4 		– Sell
-4,220
Closed -$150K – 295
2021
Q3 		$150K Buy
4,220
+727
+21% +$25.5K 0.1% 87
2021
Q2 		$120K Buy
3,493
+770
+28% +$28.6K 0.08% 97
2021
Q1 		$97K Buy
2,723
+2,703
+13,515% +$92K 0.07% 97
2020
Q4 		$1K Hold
20
– – ﹤0.01% 239
2020
Q3 		$1K Buy
+20
New +$549 ﹤0.01% 214

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Carolina Wealth Advisors's WY Position: Q4 2021 in Review

Carolina Wealth Advisors sold out of Weyerhaeuser (WY) in Q4 2021, closing a stake of 4,220 shares — an estimated $150K sold.

Carolina Wealth Advisors first reported a position in WY in Q3 2020 and held it in 5 quarters. The position peaked at $150K in Q3 2021. 1,004 funds tracked by Wall St. Rank hold WY as of Q4 2021.

  • Carolina Wealth Advisors reported no remaining Weyerhaeuser position as of Q4 2021 after selling out during the quarter.
  • Carolina Wealth Advisors sold 4,220 Weyerhaeuser shares in Q4 2021, an estimated $150K.
  • Carolina Wealth Advisors first reported a position in Weyerhaeuser in Q3 2020 and held it in 5 quarters.
  • Carolina Wealth Advisors's Weyerhaeuser position peaked at $150K in Q3 2021.
  • 1,004 funds tracked by Wall St. Rank held Weyerhaeuser as of Q4 2021.

Based on Carolina Wealth Advisors's 13F filing for Q4 2021, filed 24 Jan 2022.