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Dakota Wealth Management’s Weyerhaeuser WY Stock Holding History

Dakota 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
2025
Q2 		– Sell
-9,969
Closed -$292K – 813
2025
Q1 		$292K Sell
9,969
-3,447
-26% -$103K 0.01% 622
2024
Q4 		$378K Sell
13,416
-1,465
-10% -$45.7K 0.01% 559
2024
Q3 		$504K Buy
14,881
+617
+4% +$19K 0.01% 501
2024
Q2 		$405K Sell
14,264
-475
-3% -$14.7K 0.01% 533
2024
Q1 		$529K Sell
14,739
-10
-0.1% -$338 0.01% 494
2023
Q4 		$513K Buy
14,749
+20
+0.1% +$622 0.02% 414
2023
Q3 		$452K Sell
14,729
-390
-3% -$12.8K 0.02% 430
2023
Q2 		$507K Hold
15,119
– – 0.02% 382
2023
Q1 		$456K Sell
15,119
-57
-0.4% -$1.8K 0.03% 383
2022
Q4 		$470K Sell
15,176
-54,906
-78% -$1.7M 0.03% 362
2022
Q3 		$2M Buy
70,082
+54,692
+355% +$1.86M 0.16% 145
2022
Q2 		$510K Buy
15,390
+271
+2% +$10.3K 0.05% 280
2022
Q1 		$573K Buy
+15,119
New +$599K 0.05% 264

Other funds holding WY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Dakota Wealth Management's WY Position: Q2 2025 in Review

Dakota Wealth Management sold out of Weyerhaeuser (WY) in Q2 2025, closing a stake of 9,969 shares — an estimated $292K sold.

Dakota Wealth Management first reported a position in WY in Q1 2022 and held it in 13 quarters. The position peaked at $2M in Q3 2022. 897 funds tracked by Wall St. Rank hold WY as of Q2 2025.

  • Dakota Wealth Management reported no remaining Weyerhaeuser position as of Q2 2025 after selling out during the quarter.
  • Dakota Wealth Management sold 9,969 Weyerhaeuser shares in Q2 2025, an estimated $292K.
  • Dakota Wealth Management first reported a position in Weyerhaeuser in Q1 2022 and held it in 13 quarters.
  • Dakota Wealth Management's Weyerhaeuser position peaked at $2M in Q3 2022.
  • 897 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2025.

Based on Dakota Wealth Management's 13F filing for Q2 2025, filed 16 Jul 2025.