FFA
WY icon

Founders Financial Alliance’s Weyerhaeuser WY Stock Holding History

Founders Financial Alliance’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
2020
Q4 		– Sell
-4,026
Closed -$114K – 1253
2020
Q3 		$114K Buy
+4,026
New +$111K 0.07% 237

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 $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Founders Financial Alliance's WY Position: Q4 2020 in Review

Founders Financial Alliance sold out of Weyerhaeuser (WY) in Q4 2020, closing a stake of 4,026 shares — an estimated $114K sold.

Founders Financial Alliance first reported a position in WY in Q3 2020 and held it in 1 quarter. The position peaked at $114K in Q3 2020. 877 funds tracked by Wall St. Rank hold WY as of Q4 2020.

  • Founders Financial Alliance reported no remaining Weyerhaeuser position as of Q4 2020 after selling out during the quarter.
  • Founders Financial Alliance sold 4,026 Weyerhaeuser shares in Q4 2020, an estimated $114K.
  • Founders Financial Alliance first reported a position in Weyerhaeuser in Q3 2020 and held it in 1 quarter.
  • Founders Financial Alliance's Weyerhaeuser position peaked at $114K in Q3 2020.
  • 877 funds tracked by Wall St. Rank held Weyerhaeuser as of Q4 2020.

Based on Founders Financial Alliance's 13F filing for Q4 2020, filed 4 Feb 2021.