FIA
WY icon

Foundations Investment Advisors’s Weyerhaeuser WY Stock Holding History

Foundations Investment 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
Q3 		– Sell
-9,897
Closed -$281K – 868
2024
Q2 		$281K Buy
9,897
+1,314
+15% +$40.6K 0.01% 625
2024
Q1 		$308K Sell
8,583
-1,422
-14% -$48.1K 0.01% 573
2023
Q4 		$335K Sell
10,005
-467
-4% -$14.5K 0.01% 524
2023
Q3 		$321K Buy
10,472
+365
+4% +$12K 0.01% 496
2023
Q2 		$339K Sell
10,107
-1,735
-15% -$52.2K 0.01% 447
2023
Q1 		$357K Sell
11,842
-63,760
-84% -$2.01M 0.01% 370
2022
Q4 		$2.34M Buy
75,602
+56,855
+303% +$1.76M 0.09% 114
2022
Q3 		$535K Buy
18,747
+10,615
+131% +$361K 0.02% 229
2022
Q2 		$276K Buy
8,132
+60
+0.7% +$2.29K 0.01% 316
2022
Q1 		$322K Sell
8,072
-347
-4% -$13.8K 0.01% 261
2021
Q4 		$346K Buy
8,419
+116
+1% +$4.41K 0.01% 250
2021
Q3 		$297K Buy
8,303
+97
+1% +$3.4K 0.01% 252
2021
Q2 		$294K Buy
8,206
+1,658
+25% +$61.5K 0.01% 238
2021
Q1 		$241K Buy
+6,548
New +$223K 0.01% 195

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
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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Foundations Investment Advisors's WY Position: Q3 2024 in Review

Foundations Investment Advisors sold out of Weyerhaeuser (WY) in Q3 2024, closing a stake of 9,897 shares — an estimated $281K sold.

Foundations Investment Advisors first reported a position in WY in Q1 2021 and held it in 14 quarters. The position peaked at $2.34M in Q4 2022. 946 funds tracked by Wall St. Rank hold WY as of Q3 2024.

  • Foundations Investment Advisors reported no remaining Weyerhaeuser position as of Q3 2024 after selling out during the quarter.
  • Foundations Investment Advisors sold 9,897 Weyerhaeuser shares in Q3 2024, an estimated $281K.
  • Foundations Investment Advisors first reported a position in Weyerhaeuser in Q1 2021 and held it in 14 quarters.
  • Foundations Investment Advisors's Weyerhaeuser position peaked at $2.34M in Q4 2022.
  • 946 funds tracked by Wall St. Rank held Weyerhaeuser as of Q3 2024.

Based on Foundations Investment Advisors's 13F filing for Q3 2024, filed 21 Oct 2024.