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Cassady Schiller Wealth Management’s Weyerhaeuser WY Stock Holding History

Cassady Schiller Wealth Management’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 		$816 Buy
+29
New +$905 ﹤0.01% 845
2022
Q1 		– Sell
-19
Closed -$1K – 617
2021
Q4 		$1K Buy
+19
New +$721 ﹤0.01% 530

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cassady Schiller Wealth Management's WY Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Weyerhaeuser (WY) in Q4 2024: 29 shares worth $816. The stake represents ﹤0.01% of the portfolio and ranks #845 among its holdings. This is a return to the name: Cassady Schiller Wealth Management previously reported a position in WY as recently as Q4 2021.

Cassady Schiller Wealth Management first reported a position in WY in Q4 2021 and has held it in 2 quarters since. The position peaked at $1K in Q4 2021. 940 funds tracked by Wall St. Rank hold WY as of Q4 2024.

  • Cassady Schiller Wealth Management held 29 shares of Weyerhaeuser worth $816 as of Q4 2024.
  • Weyerhaeuser was a new Cassady Schiller Wealth Management position in Q4 2024.
  • Weyerhaeuser made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #845 holding.
  • Cassady Schiller Wealth Management first reported a position in Weyerhaeuser in Q4 2021 and has held it in 2 quarters since.
  • Cassady Schiller Wealth Management's Weyerhaeuser position peaked at $1K in Q4 2021.
  • 940 funds tracked by Wall St. Rank held Weyerhaeuser as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.