EWM
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Elevatus Welath Management’s Weyerhaeuser WY Stock Holding History

Elevatus Welath 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
2024
Q2 		– Sell
-207,884
Closed -$7.47M – 124
2024
Q1 		$7.47M Buy
207,884
+120,394
+138% +$4.07M 2.94% 11
2023
Q4 		$3.04M Buy
+87,490
New +$2.72M 1.38% 30

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Elevatus Welath Management's WY Position: Q2 2024 in Review

Elevatus Welath Management sold out of Weyerhaeuser (WY) in Q2 2024, closing a stake of 207,884 shares — an estimated $7.47M sold.

Elevatus Welath Management first reported a position in WY in Q4 2023 and held it in 2 quarters. The position peaked at $7.47M in Q1 2024. 956 funds tracked by Wall St. Rank hold WY as of Q2 2024.

  • Elevatus Welath Management reported no remaining Weyerhaeuser position as of Q2 2024 after selling out during the quarter.
  • Elevatus Welath Management sold 207,884 Weyerhaeuser shares in Q2 2024, an estimated $7.47M.
  • Elevatus Welath Management first reported a position in Weyerhaeuser in Q4 2023 and held it in 2 quarters.
  • Elevatus Welath Management's Weyerhaeuser position peaked at $7.47M in Q1 2024.
  • 956 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2024.

Based on Elevatus Welath Management's 13F filing for Q2 2024, filed 14 Aug 2024.