Consolidated Planning Corp’s Weyerhaeuser WY Stock Holding History

Consolidated Planning Corp’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
2024 Q4	–	Sell	-6,589	Closed	-$223K	–	214
2024 Q3	$223K	Buy	+6,589	New	+$202K	0.03%	185
2024 Q2	–	Sell	-7,932	Closed	-$285K	–	207
2024 Q1	$285K	Hold	7,932	–	–	0.05%	142
2023 Q4	$276K	Sell	7,932 -16	-0.2%	-$498	0.05%	132
2023 Q3	$244K	Buy	7,948 +1,868	+31%	+$61.5K	0.05%	137
2023 Q2	$204K	Buy	+6,080	New	+$183K	0.04%	155
2022 Q3	–	Sell	-6,080	Closed	-$201K	–	125
2022 Q2	$201K	Hold	6,080	–	–	0.06%	117
2022 Q1	$230K	Hold	6,080	–	–	0.16%	54
2021 Q4	$250K	Hold	6,080	–	–	0.16%	54
2021 Q3	$216K	Hold	6,080	–	–	0.14%	55
2021 Q2	$209K	Hold	6,080	–	–	0.15%	56
2021 Q1	$216K	Hold	6,080	–	–	0.14%	50
2020 Q4	$203K	Buy	+6,080	New	+$183K	0.13%	51

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Consolidated Planning Corp's WY Position: Q4 2024 in Review

Consolidated Planning Corp sold out of Weyerhaeuser (WY) in Q4 2024, closing a stake of 6,589 shares — an estimated $223K sold.

Consolidated Planning Corp first reported a position in WY in Q4 2020 and held it in 12 quarters. The position peaked at $285K in Q1 2024. 940 funds tracked by Wall St. Rank hold WY as of Q4 2024.

Consolidated Planning Corp reported no remaining Weyerhaeuser position as of Q4 2024 after selling out during the quarter.
Consolidated Planning Corp sold 6,589 Weyerhaeuser shares in Q4 2024, an estimated $223K.
Consolidated Planning Corp first reported a position in Weyerhaeuser in Q4 2020 and held it in 12 quarters.
Consolidated Planning Corp's Weyerhaeuser position peaked at $285K in Q1 2024.
940 funds tracked by Wall St. Rank held Weyerhaeuser as of Q4 2024.

Based on Consolidated Planning Corp's 13F filing for Q4 2024, filed 29 Jan 2025.