CFGS
WY icon

Concourse Financial Group Securities’s Weyerhaeuser WY Stock Holding History

Concourse Financial Group Securities’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
2025
Q1 		– Sell
-237
Closed -$7.05K – 2114
2024
Q4 		$7.05K Hold
237
– – ﹤0.01% 1799
2024
Q3 		$8.02K Sell
237
-49
-17% -$1.51K ﹤0.01% 1750
2024
Q2 		$8.12K Sell
286
-3,351
-92% -$104K ﹤0.01% 1746
2024
Q1 		$131K Sell
3,637
-232
-6% -$7.85K 0.01% 826
2023
Q4 		$135K Sell
3,869
-314
-8% -$9.77K 0.01% 795
2023
Q3 		$128K Buy
4,183
+3,937
+1,600% +$130K 0.01% 765
2023
Q2 		$8.24K Sell
246
-288
-54% -$8.67K ﹤0.01% 1707
2023
Q1 		$16.1K Sell
534
-290
-35% -$9.14K ﹤0.01% 1525
2022
Q4 		$25.5K Buy
824
+317
+63% +$9.82K ﹤0.01% 1373
2022
Q3 		$14K Buy
507
+140
+38% +$4.77K ﹤0.01% 1402
2022
Q2 		$12K Sell
367
-1,523
-81% -$58.1K ﹤0.01% 1619
2022
Q1 		$72K Sell
1,890
-35
-2% -$1.39K 0.01% 1001
2021
Q4 		$79K Hold
1,925
– – ﹤0.01% 1106
2021
Q3 		$68K Hold
1,925
– – ﹤0.01% 1180
2021
Q2 		$66K Hold
1,925
– – ﹤0.01% 1180
2021
Q1 		$69K Hold
1,925
– – ﹤0.01% 1108
2020
Q4 		$65K Sell
1,925
-205
-10% -$6.17K ﹤0.01% 1072
2020
Q3 		$61K Hold
2,130
– – 0.01% 983
2020
Q2 		$48K Sell
2,130
-179
-8% -$3.62K ﹤0.01% 1011
2020
Q1 		$39K Buy
2,309
+21
+0.9% +$552 ﹤0.01% 1006
2019
Q4 		$69K Buy
2,288
+1,082
+90% +$31.4K 0.01% 827
2019
Q3 		$33K Sell
1,206
-2,047
-63% -$53.4K 0.01% 772
2019
Q2 		$86K Sell
3,253
-300
-8% -$7.63K 0.01% 697
2019
Q1 		$93K Buy
3,553
+1,056
+42% +$26.6K 0.01% 703
2018
Q4 		$54K Buy
2,497
+525
+27% +$14K 0.01% 797
2018
Q3 		$64K Buy
+1,972
New +$68.5K 0.02% 531

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

Concourse Financial Group Securities's WY Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Weyerhaeuser (WY) in Q1 2025, closing a stake of 237 shares — an estimated $7.05K sold.

Concourse Financial Group Securities first reported a position in WY in Q3 2018 and held it in 26 quarters. The position peaked at $135K in Q4 2023. 960 funds tracked by Wall St. Rank hold WY as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Weyerhaeuser position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 237 Weyerhaeuser shares in Q1 2025, an estimated $7.05K.
  • Concourse Financial Group Securities first reported a position in Weyerhaeuser in Q3 2018 and held it in 26 quarters.
  • Concourse Financial Group Securities's Weyerhaeuser position peaked at $135K in Q4 2023.
  • 960 funds tracked by Wall St. Rank held Weyerhaeuser as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.