Centerpoint Advisors’s Weyerhaeuser WY Stock Holding History

Centerpoint 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
2023 Q4	–	Sell	-241	Closed	-$7K	–	614
2023 Q3	$7K	Hold	241	–	–	﹤0.01%	368
2023 Q2	$8K	Buy	+241	New	+$7.25K	﹤0.01%	361

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Centerpoint Advisors's WY Position: Q4 2023 in Review

Centerpoint Advisors sold out of Weyerhaeuser (WY) in Q4 2023, closing a stake of 241 shares — an estimated $7K sold.

Centerpoint Advisors first reported a position in WY in Q2 2023 and held it in 2 quarters. The position peaked at $8K in Q2 2023. 993 funds tracked by Wall St. Rank hold WY as of Q4 2023.

Centerpoint Advisors reported no remaining Weyerhaeuser position as of Q4 2023 after selling out during the quarter.
Centerpoint Advisors sold 241 Weyerhaeuser shares in Q4 2023, an estimated $7K.
Centerpoint Advisors first reported a position in Weyerhaeuser in Q2 2023 and held it in 2 quarters.
Centerpoint Advisors's Weyerhaeuser position peaked at $8K in Q2 2023.
993 funds tracked by Wall St. Rank held Weyerhaeuser as of Q4 2023.

Based on Centerpoint Advisors's 13F filing for Q4 2023, filed 16 Jan 2024.