Financial Synergies Wealth Advisors’s Weyerhaeuser WY Stock Holding History

Financial Synergies 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
2024 Q2	–	Sell	-1,505	Closed	-$54K	–	485
2024 Q1	$54K	Hold	1,505	–	–	0.01%	125
2023 Q4	$46.7K	Hold	1,505	–	–	0.01%	96
2023 Q3	$46.1K	Hold	1,505	–	–	0.01%	116
2023 Q2	$50.4K	Hold	1,505	–	–	0.01%	107
2023 Q1	$45.3K	Hold	1,505	–	–	0.01%	115
2022 Q4	$46.7K	Hold	1,505	–	–	0.01%	96
2022 Q3	$43K	Hold	1,505	–	–	0.01%	99
2022 Q2	$49.8K	Buy	+1,505	New	+$57.4K	0.01%	106

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 Synergies Wealth Advisors's WY Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Weyerhaeuser (WY) in Q2 2024, closing a stake of 1,505 shares — an estimated $54K sold.

Financial Synergies Wealth Advisors first reported a position in WY in Q2 2022 and held it in 8 quarters. The position peaked at $54K in Q1 2024. 956 funds tracked by Wall St. Rank hold WY as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining Weyerhaeuser position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 1,505 Weyerhaeuser shares in Q2 2024, an estimated $54K.
Financial Synergies Wealth Advisors first reported a position in Weyerhaeuser in Q2 2022 and held it in 8 quarters.
Financial Synergies Wealth Advisors's Weyerhaeuser position peaked at $54K in Q1 2024.
956 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.