Curi Wealth Management’s Weyerhaeuser WY Stock Holding History

Curi 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
2022 Q3	–	Sell	-67	Closed	-$2K	–	709
2022 Q2	$2K	Buy	67 +60	+857%	+$2.29K	﹤0.01%	536
2022 Q1	$0	Hold	7	–	–	﹤0.01%	666
2021 Q4	$0	Buy	+7	New	+$266	﹤0.01%	615
2021 Q1	–	Sell	-7	Closed	–	–	499
2020 Q4	$0	Buy	+7	New	+$211	﹤0.01%	524

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

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

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

Curi Wealth Management's WY Position: Q3 2022 in Review

Curi Wealth Management sold out of Weyerhaeuser (WY) in Q3 2022, closing a stake of 67 shares — an estimated $2K sold.

Curi Wealth Management first reported a position in WY in Q4 2020 and held it in 4 quarters. The position peaked at $2K in Q2 2022. 953 funds tracked by Wall St. Rank hold WY as of Q3 2022.

Curi Wealth Management reported no remaining Weyerhaeuser position as of Q3 2022 after selling out during the quarter.
Curi Wealth Management sold 67 Weyerhaeuser shares in Q3 2022, an estimated $2K.
Curi Wealth Management first reported a position in Weyerhaeuser in Q4 2020 and held it in 4 quarters.
Curi Wealth Management's Weyerhaeuser position peaked at $2K in Q2 2022.
953 funds tracked by Wall St. Rank held Weyerhaeuser as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.