EWM
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Executive Wealth Management’s Weyerhaeuser WY Stock Holding History

Executive 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
2019
Q3 		– Sell
-969
Closed -$26K – 816
2019
Q2 		$26K Buy
969
+269
+38% +$6.84K ﹤0.01% 431
2019
Q1 		$18K Hold
700
– – ﹤0.01% 439
2018
Q4 		$15K Buy
+700
New +$18.6K ﹤0.01% 491

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
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Executive Wealth Management's WY Position: Q3 2019 in Review

Executive Wealth Management sold out of Weyerhaeuser (WY) in Q3 2019, closing a stake of 969 shares — an estimated $26K sold.

Executive Wealth Management first reported a position in WY in Q4 2018 and held it in 3 quarters. The position peaked at $26K in Q2 2019. 879 funds tracked by Wall St. Rank hold WY as of Q3 2019.

  • Executive Wealth Management reported no remaining Weyerhaeuser position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 969 Weyerhaeuser shares in Q3 2019, an estimated $26K.
  • Executive Wealth Management first reported a position in Weyerhaeuser in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's Weyerhaeuser position peaked at $26K in Q2 2019.
  • 879 funds tracked by Wall St. Rank held Weyerhaeuser as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.