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First Trust Direct Indexing’s Weyerhaeuser WY Stock Holding History

First Trust Direct Indexing’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
Q4 		– Sell
-15,405
Closed -$522K – 946
2024
Q3 		$522K Buy
15,405
+1,081
+8% +$33.2K 0.03% 532
2024
Q2 		$407K Sell
14,324
-1,853
-11% -$57.3K 0.03% 560
2024
Q1 		$581K Buy
16,177
+3,574
+28% +$121K 0.04% 432
2023
Q4 		$438K Buy
12,603
+1,958
+18% +$60.9K 0.04% 475
2023
Q3 		$326K Buy
10,645
+813
+8% +$26.8K 0.04% 494
2023
Q2 		$329K Buy
+9,832
New +$296K 0.04% 523
2022
Q4 		– Sell
-8,365
Closed -$239K – 711
2022
Q3 		$239K Sell
8,365
-714
-8% -$24.3K 0.03% 527
2022
Q2 		$301K Sell
9,079
-353
-4% -$13.5K 0.04% 470
2022
Q1 		$357K Buy
9,432
+833
+10% +$33K 0.04% 454
2021
Q4 		$354K Buy
8,599
+6
+0.1% +$228 0.05% 451
2021
Q3 		$306K Sell
8,593
-218
-2% -$7.64K 0.04% 470
2021
Q2 		$303K Buy
8,811
+981
+13% +$36.4K 0.05% 459
2021
Q1 		$279K Sell
7,830
-136
-2% -$4.63K 0.07% 322
2020
Q4 		$267K Buy
+7,966
New +$240K 0.07% 309

Other funds holding WY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

First Trust Direct Indexing's WY Position: Q4 2024 in Review

First Trust Direct Indexing sold out of Weyerhaeuser (WY) in Q4 2024, closing a stake of 15,405 shares — an estimated $522K sold.

First Trust Direct Indexing first reported a position in WY in Q4 2020 and held it in 14 quarters. The position peaked at $581K in Q1 2024. 940 funds tracked by Wall St. Rank hold WY as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Weyerhaeuser position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 15,405 Weyerhaeuser shares in Q4 2024, an estimated $522K.
  • First Trust Direct Indexing first reported a position in Weyerhaeuser in Q4 2020 and held it in 14 quarters.
  • First Trust Direct Indexing's Weyerhaeuser position peaked at $581K in Q1 2024.
  • 940 funds tracked by Wall St. Rank held Weyerhaeuser as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.