CWS Financial Advisors’s Weyerhaeuser WY Stock Holding History

CWS Financial 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
2024 Q1	–	Sell	-15,274	Closed	-$531K	–	151
2023 Q4	$531K	Sell	15,274 -5,032	-25%	-$157K	0.2%	75
2023 Q3	$623K	Hold	20,306	–	–	0.25%	61
2023 Q2	$680K	Sell	20,306 -135	-0.7%	-$4.06K	0.26%	61
2023 Q1	$616K	Sell	20,441 -1,437	-7%	-$45.3K	0.25%	67
2022 Q4	$779K	Buy	21,878 +1,406	+7%	+$43.6K	0.34%	54
2022 Q3	$585K	Hold	20,472	–	–	0.28%	62
2022 Q2	$678K	Sell	20,472 -1,458	-7%	-$55.6K	0.31%	58
2022 Q1	$831K	Hold	21,930	–	–	0.31%	54
2021 Q4	$903K	Buy	+21,930	New	+$833K	0.32%	56
2021 Q2	$753K	Hold	21,878	–	–	0.3%	59
2021 Q1	$779K	Sell	21,878 -396	-2%	-$13.5K	0.34%	54
2020 Q4	$747K	Buy	22,274 +7	+0%	+$211	0.43%	49
2020 Q3	$635K	Hold	22,267	–	–	0.42%	49
2020 Q2	$500K	Buy	22,267 +5,090	+30%	+$103K	0.36%	62
2020 Q1	$519K	Hold	17,177	–	–	0.38%	57
2019 Q4	$519K	Buy	+17,177	New	+$498K	0.38%	58

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

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

CWS Financial Advisors's WY Position: Q1 2024 in Review

CWS Financial Advisors sold out of Weyerhaeuser (WY) in Q1 2024, closing a stake of 15,274 shares — an estimated $531K sold.

CWS Financial Advisors first reported a position in WY in Q4 2019 and held it in 16 quarters. The position peaked at $903K in Q4 2021. 985 funds tracked by Wall St. Rank hold WY as of Q1 2024.

CWS Financial Advisors reported no remaining Weyerhaeuser position as of Q1 2024 after selling out during the quarter.
CWS Financial Advisors sold 15,274 Weyerhaeuser shares in Q1 2024, an estimated $531K.
CWS Financial Advisors first reported a position in Weyerhaeuser in Q4 2019 and held it in 16 quarters.
CWS Financial Advisors's Weyerhaeuser position peaked at $903K in Q4 2021.
985 funds tracked by Wall St. Rank held Weyerhaeuser as of Q1 2024.

Based on CWS Financial Advisors's 13F filing for Q1 2024, filed 1 May 2024.