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First Foundation Advisors’s Weyerhaeuser WY Stock Holding History

First Foundation 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
2021
Q1 		– Sell
-5,978
Closed -$200K – 442
2020
Q4 		$200K Buy
+5,978
New +$180K 0.01% 392
2019
Q3 		– Sell
-7,935
Closed -$209K – 370
2019
Q2 		$209K Sell
7,935
-2,666
-25% -$67.8K 0.01% 319
2019
Q1 		$279K Buy
+10,601
New +$267K 0.02% 278
2017
Q2 		– Sell
-9,100
Closed -$309K – 341
2017
Q1 		$309K Buy
+9,100
New +$296K 0.02% 256

Other funds holding WY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

First Foundation Advisors's WY Position: Q1 2021 in Review

First Foundation Advisors sold out of Weyerhaeuser (WY) in Q1 2021, closing a stake of 5,978 shares — an estimated $200K sold.

First Foundation Advisors first reported a position in WY in Q1 2017 and held it in 4 quarters. The position peaked at $309K in Q1 2017. 923 funds tracked by Wall St. Rank hold WY as of Q1 2021.

  • First Foundation Advisors reported no remaining Weyerhaeuser position as of Q1 2021 after selling out during the quarter.
  • First Foundation Advisors sold 5,978 Weyerhaeuser shares in Q1 2021, an estimated $200K.
  • First Foundation Advisors first reported a position in Weyerhaeuser in Q1 2017 and held it in 4 quarters.
  • First Foundation Advisors's Weyerhaeuser position peaked at $309K in Q1 2017.
  • 923 funds tracked by Wall St. Rank held Weyerhaeuser as of Q1 2021.

Based on First Foundation Advisors's 13F filing for Q1 2021, filed 18 May 2021.