Curated Wealth Partners’s Weyerhaeuser WY Stock Holding History

Curated Wealth Partners’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
2022 Q2	–	Sell	-7,246	Closed	-$299K	–	166
2022 Q1	$299K	Hold	7,246	–	–	0.1%	110
2021 Q4	$299K	Buy	7,246 +10	+0.1%	+$380	0.1%	114
2021 Q3	$257K	Buy	7,236 +112	+2%	+$3.92K	0.14%	120
2021 Q2	$245K	Buy	7,124 +1,085	+18%	+$40.3K	0.13%	129
2021 Q1	$215K	Sell	6,039 -563	-9%	-$19.2K	0.13%	132
2020 Q4	$221K	Buy	+6,602	New	+$199K	0.14%	127

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Curated Wealth Partners's WY Position: Q2 2022 in Review

Curated Wealth Partners sold out of Weyerhaeuser (WY) in Q2 2022, closing a stake of 7,246 shares — an estimated $299K sold.

Curated Wealth Partners first reported a position in WY in Q4 2020 and held it in 6 quarters. The position peaked at $299K in Q1 2022. 1,019 funds tracked by Wall St. Rank hold WY as of Q2 2022.

Curated Wealth Partners reported no remaining Weyerhaeuser position as of Q2 2022 after selling out during the quarter.
Curated Wealth Partners sold 7,246 Weyerhaeuser shares in Q2 2022, an estimated $299K.
Curated Wealth Partners first reported a position in Weyerhaeuser in Q4 2020 and held it in 6 quarters.
Curated Wealth Partners's Weyerhaeuser position peaked at $299K in Q1 2022.
1,019 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2022.

Based on Curated Wealth Partners's 13F filing for Q2 2022, filed 27 Jul 2022.