EP Wealth Advisors’s Weyerhaeuser WY Stock Holding History

EP Wealth 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 Q4	–	Sell	-7,405	Closed	-$251K	–	1331
2024 Q3	$251K	Sell	7,405 -89	-1%	-$2.73K	﹤0.01%	936
2024 Q2	$213K	Sell	7,494 -18	-0.2%	-$557	﹤0.01%	749
2024 Q1	$270K	Buy	+7,512	New	+$254K	﹤0.01%	662

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

EP Wealth Advisors's WY Position: Q4 2024 in Review

EP Wealth Advisors sold out of Weyerhaeuser (WY) in Q4 2024, closing a stake of 7,405 shares — an estimated $251K sold.

EP Wealth Advisors first reported a position in WY in Q1 2024 and held it in 3 quarters. The position peaked at $270K in Q1 2024. 940 funds tracked by Wall St. Rank hold WY as of Q4 2024.

EP Wealth Advisors reported no remaining Weyerhaeuser position as of Q4 2024 after selling out during the quarter.
EP Wealth Advisors sold 7,405 Weyerhaeuser shares in Q4 2024, an estimated $251K.
EP Wealth Advisors first reported a position in Weyerhaeuser in Q1 2024 and held it in 3 quarters.
EP Wealth Advisors's Weyerhaeuser position peaked at $270K in Q1 2024.
940 funds tracked by Wall St. Rank held Weyerhaeuser as of Q4 2024.

Based on EP Wealth Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.