Elevate Wealth Advisory’s Weyerhaeuser WY Stock Holding History

Elevate Wealth Advisory’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 Q4	–	Sell	-7,758	Closed	-$263K	–	119
2024 Q3	$263K	Hold	7,758	–	–	0.2%	56
2024 Q2	$220K	Hold	7,758	–	–	0.18%	62
2024 Q1	$279K	Hold	7,758	–	–	0.24%	48
2023 Q4	$270K	Buy	+7,758	New	+$241K	0.25%	48

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Elevate Wealth Advisory's WY Position: Q4 2024 in Review

Elevate Wealth Advisory sold out of Weyerhaeuser (WY) in Q4 2024, closing a stake of 7,758 shares — an estimated $263K sold.

Elevate Wealth Advisory first reported a position in WY in Q4 2023 and held it in 4 quarters. The position peaked at $279K in Q1 2024. 940 funds tracked by Wall St. Rank hold WY as of Q4 2024.

Elevate Wealth Advisory reported no remaining Weyerhaeuser position as of Q4 2024 after selling out during the quarter.
Elevate Wealth Advisory sold 7,758 Weyerhaeuser shares in Q4 2024, an estimated $263K.
Elevate Wealth Advisory first reported a position in Weyerhaeuser in Q4 2023 and held it in 4 quarters.
Elevate Wealth Advisory's Weyerhaeuser position peaked at $279K in Q1 2024.
940 funds tracked by Wall St. Rank held Weyerhaeuser as of Q4 2024.

Based on Elevate Wealth Advisory's 13F filing for Q4 2024, filed 11 Feb 2025.