Financial Management Professionals’s Weyerhaeuser WY Stock Holding History

Financial Management Professionals’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
2026 Q2	$551	Buy	23 +11	+92%	+$267	﹤0.01%	949
2026 Q1	$293	Sell	12 -114	-90%	-$2.87K	﹤0.01%	918
2025 Q4	$2.98K	Buy	126 +12	+11%	+$278	﹤0.01%	671
2025 Q3	$2.83K	Buy	114 +62	+119%	+$1.58K	﹤0.01%	668
2025 Q2	$1.34K	Sell	52 -137	-72%	-$3.58K	﹤0.01%	796
2025 Q1	$5.53K	Buy	189 +141	+294%	+$4.2K	﹤0.01%	622
2024 Q4	$1.35K	Sell	48 -147	-75%	-$4.59K	﹤0.01%	774
2024 Q3	$7K	Sell	195 -62	-24%	-$1.91K	﹤0.01%	600
2024 Q2	$7K	Sell	257 -6	-2%	-$186	﹤0.01%	548
2024 Q1	$9K	Sell	263 -134	-34%	-$4.54K	﹤0.01%	567
2023 Q4	$14K	Hold	397	–	–	﹤0.01%	489
2023 Q3	$12K	Buy	397 +70	+21%	+$2.3K	﹤0.01%	463
2023 Q2	$11K	Buy	327 +6	+2%	+$181	﹤0.01%	526
2023 Q1	$10K	Buy	321 +16	+5%	+$504	﹤0.01%	570
2022 Q4	$9K	Hold	305	–	–	﹤0.01%	536
2022 Q3	$9K	Sell	305 -259	-46%	-$8.82K	﹤0.01%	516
2022 Q2	$19K	Buy	564 +148	+36%	+$5.64K	﹤0.01%	367
2022 Q1	$16K	Buy	+416	New	+$16.5K	﹤0.01%	415

Other funds holding WY

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

O'Keefe Stevens Advisory Rochester, New York $488M AUM 56.91% 1-Year Est. Return

Cultivar Capital Denton, Texas $155M AUM 16.34% 1-Year Est. Return

Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $658M AUM 24.19% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Baugh & Associates Atlanta, Georgia $226M AUM 41.8% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return