CM Wealth Advisors’s Weyerhaeuser WY Stock Holding History

CM 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 Q2	–	Sell	-22,255	Closed	-$650K	–	440
2023 Q1	$650K	Buy	+22,255	New	+$702K	0.13%	218

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

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

CM Wealth Advisors's WY Position: Q2 2023 in Review

CM Wealth Advisors sold out of Weyerhaeuser (WY) in Q2 2023, closing a stake of 22,255 shares — an estimated $650K sold.

CM Wealth Advisors first reported a position in WY in Q1 2023 and held it in 1 quarter. The position peaked at $650K in Q1 2023. 960 funds tracked by Wall St. Rank hold WY as of Q2 2023.

CM Wealth Advisors reported no remaining Weyerhaeuser position as of Q2 2023 after selling out during the quarter.
CM Wealth Advisors sold 22,255 Weyerhaeuser shares in Q2 2023, an estimated $650K.
CM Wealth Advisors first reported a position in Weyerhaeuser in Q1 2023 and held it in 1 quarter.
CM Wealth Advisors's Weyerhaeuser position peaked at $650K in Q1 2023.
960 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2023.

Based on CM Wealth Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.