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CoreCap Advisors’s Weyerhaeuser WY Stock Holding History

CoreCap 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
2026
Q2 		$53.8K Sell
2,249
-5
-0.2% -$121 ﹤0.01% 1376
2026
Q1 		$55.1K Buy
2,254
+5
+0.2% +$126 ﹤0.01% 1259
2025
Q4 		$53.3K Buy
2,249
+487
+28% +$11.3K ﹤0.01% 1309
2025
Q3 		$43.7K Sell
1,762
-24
-1% -$614 ﹤0.01% 1379
2025
Q2 		$45.9K Sell
1,786
-101
-5% -$2.64K ﹤0.01% 1289
2025
Q1 		$55.3K Buy
1,887
+130
+7% +$3.87K ﹤0.01% 1134
2024
Q4 		$49.5K Hold
1,757
– – ﹤0.01% 1186
2024
Q3 		$59.5K Buy
+1,757
New +$54K ﹤0.01% 1118
2024
Q2 		– Sell
-1,759
Closed -$63.2K – 2614
2024
Q1 		$63.2K Buy
+1,759
New +$59.5K ﹤0.01% 1023
2022
Q4 		$204K Buy
+6,591
New +$204K 0.01% 529
2022
Q3 		– Sell
-1,757
Closed -$58K – 2127
2022
Q2 		$58K Buy
+1,757
New +$67K ﹤0.01% 897
2022
Q1 		– Sell
-3,057
Closed -$126K – 2123
2021
Q4 		$126K Buy
+3,057
New +$116K 0.01% 668

Other funds holding WY

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
OKSA
O'Keefe Stevens Advisory Rochester, New York $488M AUM 56.91% 1-Year Est. Return
CC
Cultivar Capital Denton, Texas $155M AUM 16.34% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $658M AUM 24.19% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
BA
Baugh & Associates Atlanta, Georgia $226M AUM 41.8% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return