Evolution Wealth Advisors’s Weyerhaeuser WY Stock Holding History

Evolution 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
2021 Q4	–	Sell	-108	Closed	-$4K	–	635
2021 Q3	$4K	Hold	108	–	–	﹤0.01%	580
2021 Q2	$4K	Hold	108	–	–	﹤0.01%	568
2021 Q1	$4K	Hold	108	–	–	﹤0.01%	576
2020 Q4	$4K	Hold	108	–	–	﹤0.01%	497
2020 Q3	$3K	Hold	108	–	–	﹤0.01%	520
2020 Q2	$2K	Buy	+108	New	+$2.19K	﹤0.01%	517
2020 Q1	–	Sell	-136	Closed	-$4K	–	653
2019 Q4	$4K	Sell	136 -44	-24%	-$1.28K	﹤0.01%	475
2019 Q3	$5K	Hold	180	–	–	﹤0.01%	292
2019 Q2	$5K	Buy	+180	New	+$4.58K	﹤0.01%	277

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Norges Bank Oslo, Norway $935B AUM

Evolution Wealth Advisors's WY Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Weyerhaeuser (WY) in Q4 2021, closing a stake of 108 shares — an estimated $4K sold.

Evolution Wealth Advisors first reported a position in WY in Q2 2019 and held it in 9 quarters. The position peaked at $5K in Q3 2019. 1,004 funds tracked by Wall St. Rank hold WY as of Q4 2021.

Evolution Wealth Advisors reported no remaining Weyerhaeuser position as of Q4 2021 after selling out during the quarter.
Evolution Wealth Advisors sold 108 Weyerhaeuser shares in Q4 2021, an estimated $4K.
Evolution Wealth Advisors first reported a position in Weyerhaeuser in Q2 2019 and held it in 9 quarters.
Evolution Wealth Advisors's Weyerhaeuser position peaked at $5K in Q3 2019.
1,004 funds tracked by Wall St. Rank held Weyerhaeuser as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.