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Castle Wealth Management’s Weyerhaeuser WY Stock Holding History

Castle 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
2022
Q4 		– Sell
-405
Closed -$12K – 645
2022
Q3 		$12K Buy
405
+2
+0.5% +$68 0.01% 401
2022
Q2 		$13K Buy
+403
New +$15.4K 0.01% 372

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Castle Wealth Management's WY Position: Q4 2022 in Review

Castle Wealth Management sold out of Weyerhaeuser (WY) in Q4 2022, closing a stake of 405 shares — an estimated $12K sold.

Castle Wealth Management first reported a position in WY in Q2 2022 and held it in 2 quarters. The position peaked at $13K in Q2 2022. 959 funds tracked by Wall St. Rank hold WY as of Q4 2022.

  • Castle Wealth Management reported no remaining Weyerhaeuser position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 405 Weyerhaeuser shares in Q4 2022, an estimated $12K.
  • Castle Wealth Management first reported a position in Weyerhaeuser in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's Weyerhaeuser position peaked at $13K in Q2 2022.
  • 959 funds tracked by Wall St. Rank held Weyerhaeuser as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.