Focused Wealth Management’s Weyerhaeuser WY Stock Holding History

Focused Wealth Management’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
2017 Q2	–	Sell	-8,000	Closed	-$17K	–	748
2017 Q1	$17K	Buy	+8,000	New	+$260K	0.01%	401

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 $999B AUM 46.22% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Focused Wealth Management's WY Position: Q1 2024 in Review

Focused Wealth Management sold out of Weyerhaeuser (WY) in Q1 2024, closing a stake of 272 shares — an estimated $9.44K sold.

Focused Wealth Management first reported a position in WY in Q1 2016 and held it in 32 quarters. The position peaked at $75K in Q2 2022. 986 funds tracked by Wall St. Rank hold WY as of Q1 2024.

Focused Wealth Management reported no remaining Weyerhaeuser position as of Q1 2024 after selling out during the quarter.
Focused Wealth Management sold 272 Weyerhaeuser shares in Q1 2024, an estimated $9.44K.
Focused Wealth Management first reported a position in Weyerhaeuser in Q1 2016 and held it in 32 quarters.
Focused Wealth Management's Weyerhaeuser position peaked at $75K in Q2 2022.
986 funds tracked by Wall St. Rank held Weyerhaeuser as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.