Financial Gravity Asset Management’s Weyerhaeuser WY Stock Holding History

Financial Gravity Asset 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 Q2	–	Sell	-2	Closed	-$78	–	2456
2024 Q1	$78	Buy	+2	New	+$68	﹤0.01%	1766
2023 Q1	–	Sell	-31	Closed	-$4.25K	–	1693
2022 Q4	$4.25K	Buy	+31	New	+$961	0.02%	430
2022 Q1	–	Sell	-246	Closed	-$327	–	1025
2021 Q4	$327	Buy	246 +238	+2,975%	+$9.04K	0.01%	558
2021 Q3	$36K	Hold	8	–	–	0.02%	672
2021 Q2	$34K	Sell	8 -12	-60%	-$445	0.01%	681
2021 Q1	$722	Buy	20 +18	+900%	+$613	0.01%	360
2020 Q4	$0	Buy	+2	New	+$60	﹤0.01%	680
2020 Q1	–	Sell	-11	Closed	-$30K	–	1381
2019 Q4	$30K	Buy	11 +9	+450%	+$261	0.02%	866
2019 Q3	$0	Sell	2 -229	-99%	-$5.97K	﹤0.01%	1585
2019 Q2	$6K	Buy	231 +173	+298%	+$4.4K	﹤0.01%	671
2019 Q1	$2K	Buy	+58	New	+$1.46K	﹤0.01%	999
2018 Q3	$0	Hold	12	–	–	﹤0.01%	1646
2018 Q2	$0	Sell	12 -18	-60%	-$658	﹤0.01%	1633
2018 Q1	$1K	Buy	+30	New	+$1.06K	﹤0.01%	1292

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Financial Gravity Asset Management's WY Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of Weyerhaeuser (WY) in Q2 2024, closing a stake of 2 shares — an estimated $78 sold.

Financial Gravity Asset Management first reported a position in WY in Q1 2018 and held it in 14 quarters. The position peaked at $36K in Q3 2021. 956 funds tracked by Wall St. Rank hold WY as of Q2 2024.

Financial Gravity Asset Management reported no remaining Weyerhaeuser position as of Q2 2024 after selling out during the quarter.
Financial Gravity Asset Management sold 2 Weyerhaeuser shares in Q2 2024, an estimated $78.
Financial Gravity Asset Management first reported a position in Weyerhaeuser in Q1 2018 and held it in 14 quarters.
Financial Gravity Asset Management's Weyerhaeuser position peaked at $36K in Q3 2021.
956 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.