Clearview Wealth Advisors’s Weyerhaeuser WY Stock Holding History

Clearview 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
2023 Q3	–	Sell	-30	Closed	-$1K	–	653
2023 Q2	$1K	Buy	+30	New	+$903	﹤0.01%	605
2021 Q4	–	Sell	-420	Closed	-$15K	–	741
2021 Q3	$15K	Hold	420	–	–	0.01%	372
2021 Q2	$14K	Buy	420 +100	+31%	+$3.71K	0.01%	381
2021 Q1	$11K	Hold	320	–	–	0.01%	400
2020 Q4	$11K	Buy	+320	New	+$9.63K	0.01%	371

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Clearview Wealth Advisors's WY Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Weyerhaeuser (WY) in Q3 2023, closing a stake of 30 shares — an estimated $1K sold.

Clearview Wealth Advisors first reported a position in WY in Q4 2020 and held it in 5 quarters. The position peaked at $15K in Q3 2021. 962 funds tracked by Wall St. Rank hold WY as of Q3 2023.

Clearview Wealth Advisors reported no remaining Weyerhaeuser position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 30 Weyerhaeuser shares in Q3 2023, an estimated $1K.
Clearview Wealth Advisors first reported a position in Weyerhaeuser in Q4 2020 and held it in 5 quarters.
Clearview Wealth Advisors's Weyerhaeuser position peaked at $15K in Q3 2021.
962 funds tracked by Wall St. Rank held Weyerhaeuser as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.