Evermay Wealth Management’s Weyerhaeuser WY Stock Holding History

Evermay 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
2024 Q1	–	Sell	-10	Closed	-$348	–	734
2023 Q4	$348	Buy	+10	New	+$311	﹤0.01%	629
2023 Q2	–	Sell	-160	Closed	-$4.82K	–	571
2023 Q1	$4.82K	Hold	160	–	–	﹤0.01%	455
2022 Q4	$4.96K	Hold	160	–	–	﹤0.01%	457
2022 Q3	$5K	Hold	160	–	–	﹤0.01%	447
2022 Q2	$5K	Hold	160	–	–	﹤0.01%	438
2022 Q1	$6K	Hold	160	–	–	﹤0.01%	450
2021 Q4	$7K	Buy	+160	New	+$6.08K	﹤0.01%	432

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Evermay Wealth Management's WY Position: Q1 2024 in Review

Evermay Wealth Management sold out of Weyerhaeuser (WY) in Q1 2024, closing a stake of 10 shares — an estimated $348 sold.

Evermay Wealth Management first reported a position in WY in Q4 2021 and held it in 7 quarters. The position peaked at $7K in Q4 2021. 985 funds tracked by Wall St. Rank hold WY as of Q1 2024.

Evermay Wealth Management reported no remaining Weyerhaeuser position as of Q1 2024 after selling out during the quarter.
Evermay Wealth Management sold 10 Weyerhaeuser shares in Q1 2024, an estimated $348.
Evermay Wealth Management first reported a position in Weyerhaeuser in Q4 2021 and held it in 7 quarters.
Evermay Wealth Management's Weyerhaeuser position peaked at $7K in Q4 2021.
985 funds tracked by Wall St. Rank held Weyerhaeuser as of Q1 2024.

Based on Evermay Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.