First National Bank of South Miami’s Weyerhaeuser WY Stock Holding History

First National Bank of South Miami’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 Q2	$36.9K	Hold	1,100	–	–	0.03%	191
2023 Q1	$33.1K	Hold	1,100	–	–	0.03%	206
2022 Q4	$34K	Hold	1,100	–	–	0.03%	205
2022 Q3	$31K	Hold	1,100	–	–	0.02%	209
2022 Q2	$36K	Hold	1,100	–	–	0.02%	215
2022 Q1	$42K	Hold	1,100	–	–	0.03%	224
2021 Q4	$45K	Hold	1,100	–	–	0.03%	227
2021 Q3	$39K	Hold	1,100	–	–	0.03%	228
2021 Q2	$38K	Buy	1,100 +1,000	+1,000%	+$37.1K	0.03%	222
2021 Q1	$4K	Hold	100	–	–	﹤0.01%	281
2020 Q4	$3K	Sell	100 -100	-50%	-$3.01K	﹤0.01%	278
2020 Q3	$5K	Buy	200 +100	+100%	+$2.75K	﹤0.01%	250
2020 Q2	$2K	Hold	100	–	–	﹤0.01%	278
2020 Q1	$2K	Sell	100 -200	-67%	-$5.26K	﹤0.01%	264
2019 Q4	$9K	Hold	300	–	–	0.01%	232
2019 Q3	$8K	Hold	300	–	–	0.01%	254
2019 Q2	$8K	Hold	300	–	–	0.01%	256
2019 Q1	$8K	Hold	300	–	–	0.01%	250
2018 Q4	$8K	Buy	+300	New	+$7.99K	0.01%	255

Other funds holding WY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

First National Bank of South Miami's WY Position: Q2 2023 in Review

First National Bank of South Miami held its Weyerhaeuser (WY) position steady in Q2 2023 at 1,100 shares worth $36.9K. The position accounts for 0.03% of the portfolio, ranked #191.

First National Bank of South Miami first reported a position in WY in Q4 2018 and has held it in 19 quarters since. The position peaked at $45K in Q4 2021. 961 funds tracked by Wall St. Rank hold WY as of Q2 2023.

First National Bank of South Miami held 1,100 shares of Weyerhaeuser worth $36.9K as of Q2 2023.
First National Bank of South Miami left its Weyerhaeuser share count unchanged in Q2 2023.
Weyerhaeuser made up 0.03% of First National Bank of South Miami's portfolio in Q2 2023, its #191 holding.
First National Bank of South Miami first reported a position in Weyerhaeuser in Q4 2018 and has held it in 19 quarters since.
First National Bank of South Miami's Weyerhaeuser position peaked at $45K in Q4 2021.
961 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2023.

Based on First National Bank of South Miami's 13F filing for Q2 2023, filed 12 Jul 2023.