Connectus Wealth’s Weyerhaeuser WY Stock Holding History

Connectus Wealth’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 Q1	–	Sell	-80,872	Closed	-$2.51M	–	474
2022 Q4	$2.51M	Buy	80,872 +13,288	+20%	+$412K	0.06%	193
2022 Q3	$1.93M	Buy	67,584 +4,404	+7%	+$150K	0.04%	263
2022 Q2	$2.09M	Buy	63,180 +38,542	+156%	+$1.47M	0.05%	205
2022 Q1	$1.02M	Sell	24,638 -1,430	-5%	-$56.7K	0.03%	246
2021 Q4	$1.07M	Buy	+26,068	New	+$990K	0.04%	212

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

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

Norges Bank Oslo, Norway $935B AUM

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

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

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

Connectus Wealth's WY Position: Q1 2023 in Review

Connectus Wealth sold out of Weyerhaeuser (WY) in Q1 2023, closing a stake of 80,872 shares — an estimated $2.51M sold.

Connectus Wealth first reported a position in WY in Q4 2021 and held it in 5 quarters. The position peaked at $2.51M in Q4 2022. 947 funds tracked by Wall St. Rank hold WY as of Q1 2023.

Connectus Wealth reported no remaining Weyerhaeuser position as of Q1 2023 after selling out during the quarter.
Connectus Wealth sold 80,872 Weyerhaeuser shares in Q1 2023, an estimated $2.51M.
Connectus Wealth first reported a position in Weyerhaeuser in Q4 2021 and held it in 5 quarters.
Connectus Wealth's Weyerhaeuser position peaked at $2.51M in Q4 2022.
947 funds tracked by Wall St. Rank held Weyerhaeuser as of Q1 2023.

Based on Connectus Wealth's 13F filing for Q1 2023, filed 11 May 2023.