Cornerstone Wealth Group’s Weyerhaeuser WY Stock Holding History

Cornerstone Wealth Group’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	-72,750	Closed	-$2.26M	–	156
2022 Q4	$2.26M	Buy	+72,750	New	+$2.25M	0.43%	72
2021 Q1	–	Sell	-58,898	Closed	-$1.98M	–	184
2020 Q4	$1.98M	Sell	58,898 -33,271	-36%	-$1M	0.49%	72
2020 Q3	$2.63M	Buy	92,169 +42,474	+85%	+$1.17M	0.72%	42
2020 Q2	$1.12M	Buy	+49,695	New	+$1.01M	0.28%	73

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

Cornerstone Wealth Group's WY Position: Q1 2023 in Review

Cornerstone Wealth Group sold out of Weyerhaeuser (WY) in Q1 2023, closing a stake of 72,750 shares — an estimated $2.26M sold.

Cornerstone Wealth Group first reported a position in WY in Q2 2020 and held it in 4 quarters. The position peaked at $2.63M in Q3 2020. 947 funds tracked by Wall St. Rank hold WY as of Q1 2023.

Cornerstone Wealth Group reported no remaining Weyerhaeuser position as of Q1 2023 after selling out during the quarter.
Cornerstone Wealth Group sold 72,750 Weyerhaeuser shares in Q1 2023, an estimated $2.26M.
Cornerstone Wealth Group first reported a position in Weyerhaeuser in Q2 2020 and held it in 4 quarters.
Cornerstone Wealth Group's Weyerhaeuser position peaked at $2.63M in Q3 2020.
947 funds tracked by Wall St. Rank held Weyerhaeuser as of Q1 2023.

Based on Cornerstone Wealth Group's 13F filing for Q1 2023, filed 25 Apr 2023.