EW
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Evoke Wealth’s Weyerhaeuser WY Stock Holding History

Evoke Wealth’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
2022
Q4 		– Sell
-2,792
Closed -$80K – 1155
2022
Q3 		$80K Buy
2,792
+93
+3% +$3.17K ﹤0.01% 447
2022
Q2 		$89K Hold
2,699
– – ﹤0.01% 429
2022
Q1 		$102K Buy
2,699
+42
+2% +$1.67K ﹤0.01% 434
2021
Q4 		$109K Buy
2,657
+18
+0.7% +$684 ﹤0.01% 431
2021
Q3 		$93K Buy
2,639
+1,000
+61% +$35K ﹤0.01% 434
2021
Q2 		$56K Sell
1,639
-7
-0.4% -$260 ﹤0.01% 513
2021
Q1 		$59K Sell
1,646
-180
-10% -$6.13K ﹤0.01% 433
2020
Q4 		$61K Buy
1,826
+47
+3% +$1.41K ﹤0.01% 354
2020
Q3 		$51K Hold
1,779
– – ﹤0.01% 357
2020
Q2 		$40K Sell
1,779
-40,799
-96% -$826K ﹤0.01% 377
2020
Q1 		$722K Sell
42,578
-1,040
-2% -$27.4K 0.1% 70
2019
Q4 		$1.32M Buy
43,618
+4,119
+10% +$120K 0.17% 53
2019
Q3 		$1.09M Buy
+39,499
New +$1.03M 0.13% 83

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Evoke Wealth's WY Position: Q4 2022 in Review

Evoke Wealth sold out of Weyerhaeuser (WY) in Q4 2022, closing a stake of 2,792 shares — an estimated $80K sold.

Evoke Wealth first reported a position in WY in Q3 2019 and held it in 13 quarters. The position peaked at $1.32M in Q4 2019. 959 funds tracked by Wall St. Rank hold WY as of Q4 2022.

  • Evoke Wealth reported no remaining Weyerhaeuser position as of Q4 2022 after selling out during the quarter.
  • Evoke Wealth sold 2,792 Weyerhaeuser shares in Q4 2022, an estimated $80K.
  • Evoke Wealth first reported a position in Weyerhaeuser in Q3 2019 and held it in 13 quarters.
  • Evoke Wealth's Weyerhaeuser position peaked at $1.32M in Q4 2019.
  • 959 funds tracked by Wall St. Rank held Weyerhaeuser as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.