CX Institutional
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CX Institutional’s Weyerhaeuser WY Stock Holding History

CX Institutional’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
2026
Q3 		$80K Sell
4,184
-5,384
-56% -$126K ﹤0.01% 924
2026
Q2 		$229K Buy
9,568
+2,937
+44% +$71.3K 0.01% 721
2026
Q1 		$162K Buy
6,631
+1,795
+37% +$45.1K ﹤0.01% 772
2025
Q4 		$115K Buy
4,836
+3,599
+291% +$83.2K ﹤0.01% 827
2025
Q3 		$31K Sell
1,237
-4,835
-80% -$124K ﹤0.01% 1028
2025
Q2 		$156K Buy
6,072
+2,008
+49% +$52.5K 0.01% 693
2025
Q1 		$119K Buy
+4,064
New +$121K ﹤0.01% 718
2024
Q1 		– Sell
-27,060
Closed -$941K – 571
2023
Q4 		$941K Buy
27,060
+20,333
+302% +$633K 0.05% 268
2023
Q3 		$206K Sell
6,727
-120,316
-95% -$3.96M 0.01% 470
2023
Q2 		$4.26M Sell
127,043
-62,070
-33% -$1.87M 0.22% 137
2023
Q1 		$5.68M Buy
189,113
+102,952
+119% +$3.25M 0.3% 91
2022
Q4 		$2.67M Buy
86,161
+17,288
+25% +$536K 0.16% 173
2022
Q3 		$1.97M Buy
68,873
+68,067
+8,445% +$2.32M 0.14% 184
2022
Q2 		$27K Buy
+806
New +$30.7K ﹤0.01% 788
2021
Q4 		– Sell
-1,542
Closed -$55K – 910
2021
Q3 		$55K Buy
1,542
+503
+48% +$17.6K ﹤0.01% 563
2021
Q2 		$36K Buy
1,039
+112
+12% +$4.16K ﹤0.01% 628
2021
Q1 		$33K Buy
927
+103
+13% +$3.51K ﹤0.01% 578
2020
Q4 		$28K Buy
824
+324
+65% +$9.7K ﹤0.01% 552
2020
Q3 		$14K Buy
500
+141
+39% +$3.87K ﹤0.01% 623
2020
Q2 		$8K Sell
359
-19
-5% -$384 ﹤0.01% 603
2020
Q1 		$6K Buy
378
+112
+42% +$2.95K ﹤0.01% 534
2019
Q4 		$8K Sell
266
-1,194
-82% -$34.6K ﹤0.01% 478
2019
Q3 		$40K Sell
1,460
-78
-5% -$2.04K 0.01% 307
2019
Q2 		$41K Sell
1,538
-3,867
-72% -$98.3K 0.01% 334
2019
Q1 		$142K Buy
+5,405
New +$136K 0.03% 237

Other funds holding WY

Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Fideuram - Intesa Sanpaolo Private Banking
Fideuram - Intesa Sanpaolo Private Banking Turin $3.5B AUM 45.13% 1-Year Est. Return
O'Keefe Stevens Advisory
O'Keefe Stevens Advisory Rochester, New York $489M AUM 37.59% 1-Year Est. Return
Cantor Fitzgerald Investment Advisors
Cantor Fitzgerald Investment Advisors New York $1.81B AUM 23.74% 1-Year Est. Return
Cultivar Capital
Cultivar Capital Denton, Texas $160M AUM 6.9% 1-Year Est. Return
Allen Mooney & Barnes Investment Advisors
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

CX Institutional's WY Position: Q3 2026 in Review

CX Institutional reduced its Weyerhaeuser (WY) stake by 56% in Q3 2026, selling an estimated $126K and leaving 4,184 shares worth $80K. The position accounts for ﹤0.01% of the portfolio, ranked #924.

CX Institutional first reported a position in WY in Q1 2019 and has held it in 25 quarters since. The position peaked at $5.68M in Q1 2023. 195 funds tracked by Wall St. Rank hold WY as of Q3 2026.

  • CX Institutional held 4,184 shares of Weyerhaeuser worth $80K as of Q3 2026.
  • CX Institutional sold 5,384 Weyerhaeuser shares in Q3 2026, an estimated $126K.
  • Weyerhaeuser made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #924 holding.
  • CX Institutional first reported a position in Weyerhaeuser in Q1 2019 and has held it in 25 quarters since.
  • CX Institutional's Weyerhaeuser position peaked at $5.68M in Q1 2023.
  • 195 funds tracked by Wall St. Rank held Weyerhaeuser as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.