Cornerstone Wealth Management’s Weyerhaeuser WY Stock Holding History

Cornerstone Wealth Management’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 Q3	–	Sell	-6,285	Closed	-$211K	–	550
2023 Q2	$211K	Buy	+6,285	New	+$189K	0.02%	477
2021 Q4	–	Sell	-6,114	Closed	-$217K	–	519
2021 Q3	$217K	Sell	6,114 -2,785	-31%	-$97.6K	0.02%	420
2021 Q2	$306K	Buy	8,899 +3,100	+53%	+$115K	0.03%	362
2021 Q1	$206K	Buy	+5,799	New	+$197K	0.02%	431
2018 Q4	–	Sell	-120,825	Closed	-$3.54M	–	1162
2018 Q3	$3.54M	Sell	120,825 -33,571	-22%	-$1.17M	0.04%	365
2018 Q2	$4.25M	Buy	+154,396	New	+$5.64M	0.05%	352

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

Cornerstone Wealth Management's WY Position: Q3 2023 in Review

Cornerstone Wealth Management sold out of Weyerhaeuser (WY) in Q3 2023, closing a stake of 6,285 shares — an estimated $211K sold.

Cornerstone Wealth Management first reported a position in WY in Q2 2018 and held it in 6 quarters. The position peaked at $4.25M in Q2 2018. 962 funds tracked by Wall St. Rank hold WY as of Q3 2023.

Cornerstone Wealth Management reported no remaining Weyerhaeuser position as of Q3 2023 after selling out during the quarter.
Cornerstone Wealth Management sold 6,285 Weyerhaeuser shares in Q3 2023, an estimated $211K.
Cornerstone Wealth Management first reported a position in Weyerhaeuser in Q2 2018 and held it in 6 quarters.
Cornerstone Wealth Management's Weyerhaeuser position peaked at $4.25M in Q2 2018.
962 funds tracked by Wall St. Rank held Weyerhaeuser as of Q3 2023.

Based on Cornerstone Wealth Management's 13F filing for Q3 2023, filed 7 Nov 2023.