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Financial Advocates Investment Management’s Weyerhaeuser WY Stock Holding History

Financial Advocates Investment 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
2023
Q1 		– Sell
-7,356
Closed -$228K – 828
2022
Q4 		$228K Buy
7,356
+8
+0.1% +$248 0.02% 639
2022
Q3 		$210K Buy
7,348
+528
+8% +$18K 0.02% 672
2022
Q2 		$226K Sell
6,820
-1,254
-16% -$47.8K 0.02% 583
2022
Q1 		$306K Buy
8,074
+53
+0.7% +$2.1K 0.02% 572
2021
Q4 		$330K Sell
8,021
-779
-9% -$29.6K 0.02% 608
2021
Q3 		$313K Buy
8,800
+1,087
+14% +$38.1K 0.02% 607
2021
Q2 		$262K Sell
7,713
-2,525
-25% -$93.7K 0.02% 636
2021
Q1 		$365K Sell
10,238
-2,759
-21% -$93.9K 0.03% 553
2020
Q4 		$436K Buy
12,997
+2,929
+29% +$88.1K 0.03% 478
2020
Q3 		$287K Sell
10,068
-160
-2% -$4.39K 0.02% 485
2020
Q2 		$229K Sell
10,228
-341
-3% -$6.9K 0.02% 529
2020
Q1 		$180K Buy
10,569
+3,302
+45% +$86.8K 0.03% 441
2019
Q4 		$220K Buy
+7,267
New +$211K 0.02% 464
2019
Q3 		– Sell
-8,196
Closed -$216K – 510
2019
Q2 		$216K Sell
8,196
-1,732
-17% -$44K 0.03% 439
2019
Q1 		$262K Sell
9,928
-52
-0.5% -$1.31K 0.03% 385
2018
Q4 		$218K Sell
9,980
-4,642
-32% -$124K 0.03% 393
2018
Q3 		$472K Buy
14,622
+1,373
+10% +$47.7K 0.05% 295
2018
Q2 		$481K Buy
13,249
+33
+0.2% +$1.21K 0.06% 270
2018
Q1 		$463K Buy
13,216
+1,185
+10% +$41.8K 0.06% 267
2017
Q4 		$424K Buy
+12,031
New +$426K 0.06% 282

Other funds holding WY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Financial Advocates Investment Management's WY Position: Q1 2023 in Review

Financial Advocates Investment Management sold out of Weyerhaeuser (WY) in Q1 2023, closing a stake of 7,356 shares — an estimated $228K sold.

Financial Advocates Investment Management first reported a position in WY in Q4 2017 and held it in 20 quarters. The position peaked at $481K in Q2 2018. 948 funds tracked by Wall St. Rank hold WY as of Q1 2023.

  • Financial Advocates Investment Management reported no remaining Weyerhaeuser position as of Q1 2023 after selling out during the quarter.
  • Financial Advocates Investment Management sold 7,356 Weyerhaeuser shares in Q1 2023, an estimated $228K.
  • Financial Advocates Investment Management first reported a position in Weyerhaeuser in Q4 2017 and held it in 20 quarters.
  • Financial Advocates Investment Management's Weyerhaeuser position peaked at $481K in Q2 2018.
  • 948 funds tracked by Wall St. Rank held Weyerhaeuser as of Q1 2023.

Based on Financial Advocates Investment Management's 13F filing for Q1 2023, filed 11 May 2023.