Crewe Advisors’s Weyerhaeuser WY Stock Holding History

Crewe 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
2025 Q2	–	Sell	-18	Closed	-$528	–	835
2025 Q1	$528	Hold	18	–	–	﹤0.01%	623
2024 Q4	$507	Sell	18 -176	-91%	-$5.49K	﹤0.01%	559
2024 Q3	$6.57K	Hold	194	–	–	﹤0.01%	537
2024 Q2	$5.51K	Hold	194	–	–	﹤0.01%	783
2024 Q1	$6.97K	Buy	+194	New	+$6.57K	﹤0.01%	677
2023 Q4	–	Sell	-13	Closed	-$399	–	708
2023 Q3	$399	Sell	13 -10	-43%	-$329	﹤0.01%	404
2023 Q2	$771	Sell	23 -360	-94%	-$10.8K	﹤0.01%	600
2023 Q1	$11.5K	Sell	383 -179	-32%	-$5.64K	﹤0.01%	523
2022 Q4	$17.4K	Sell	562 -360	-39%	-$11.2K	﹤0.01%	445
2022 Q3	$26K	Buy	922 +64	+7%	+$2.18K	﹤0.01%	419
2022 Q2	$28K	Buy	+858	New	+$32.7K	0.01%	367

Other funds holding WY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Wellington Management Group

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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management

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

First Eagle Investment Management

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

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return