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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
2020
Q4 		– Sell
-1,167,200
Closed -$391M – 976
2020
Q3 		$391M Buy
+1,167,200
New +$32.1M 34.76% 1

Other funds holding WY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
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.