CSat Investment Advisory’s Weyerhaeuser WY Stock Holding History

CSat Investment Advisory’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
2021 Q1	$30K	Buy	852 +99	+13%	+$3.37K	0.03%	309
2020 Q4	$25K	Sell	753 -5,171	-87%	-$156K	0.02%	299
2020 Q3	$169K	Sell	5,924 -1,433	-19%	-$39.4K	0.02%	309
2020 Q2	$166K	Buy	7,357 +1,556	+27%	+$31.5K	0.02%	348
2020 Q1	$98K	Buy	5,801 +580	+11%	+$15.3K	0.02%	346
2019 Q4	$158K	Buy	5,221 +3,228	+162%	+$93.7K	0.04%	266
2019 Q3	$55K	Buy	1,993 +96	+5%	+$2.5K	0.02%	495
2019 Q2	$50K	Buy	1,897 +1,262	+199%	+$32.1K	0.02%	531
2019 Q1	$17K	Buy	635 +59	+10%	+$1.49K	0.01%	353
2018 Q4	$13K	Buy	576 +342	+146%	+$9.11K	0.01%	376
2018 Q3	$8K	Buy	234 +77	+49%	+$2.67K	﹤0.01%	420
2018 Q2	$6K	Buy	+157	New	+$5.74K	﹤0.01%	446

Other funds holding WY

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CSat Investment Advisory's WY Position: Q1 2021 in Review

CSat Investment Advisory increased its Weyerhaeuser (WY) stake by 13% in Q1 2021, buying an estimated $3.37K and bringing the position to 852 shares worth $30K. The position accounts for 0.03% of the portfolio, ranked #309.

CSat Investment Advisory first reported a position in WY in Q2 2018 and has held it in 12 quarters since. The position peaked at $169K in Q3 2020. 924 funds tracked by Wall St. Rank hold WY as of Q1 2021.

CSat Investment Advisory held 852 shares of Weyerhaeuser worth $30K as of Q1 2021.
CSat Investment Advisory bought 99 Weyerhaeuser shares in Q1 2021, an estimated $3.37K.
Weyerhaeuser made up 0.03% of CSat Investment Advisory's portfolio in Q1 2021, its #309 holding.
CSat Investment Advisory first reported a position in Weyerhaeuser in Q2 2018 and has held it in 12 quarters since.
CSat Investment Advisory's Weyerhaeuser position peaked at $169K in Q3 2020.
924 funds tracked by Wall St. Rank held Weyerhaeuser as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.