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Freedom Investment Management’s Weyerhaeuser WY Stock Holding History

Freedom Investment 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
2023
Q1 		– Sell
-11,262
Closed -$349K – 804
2022
Q4 		$349K Sell
11,262
-411
-4% -$12.7K 0.04% 536
2022
Q3 		$333K Buy
11,673
+368
+3% +$12.5K 0.04% 541
2022
Q2 		$374K Buy
11,305
+1,312
+13% +$50K 0.04% 537
2022
Q1 		$379K Sell
9,993
-2,171
-18% -$86.1K 0.03% 558
2021
Q4 		$501K Buy
12,164
+421
+4% +$16K 0.04% 520
2021
Q3 		$418K Buy
11,743
+90
+0.8% +$3.15K 0.03% 555
2021
Q2 		$401K Sell
11,653
-723
-6% -$26.8K 0.03% 606
2021
Q1 		$441K Buy
+12,376
New +$421K 0.03% 574
2019
Q3 		– Sell
-10,942
Closed -$288K – 740
2019
Q2 		$288K Buy
10,942
+708
+7% +$18K 0.02% 540
2019
Q1 		$270K Sell
10,234
-1,387
-12% -$34.9K 0.02% 547
2018
Q4 		$254K Sell
11,621
-1,290
-10% -$34.4K 0.02% 634
2018
Q3 		$441K Sell
12,911
-335
-3% -$11.6K 0.03% 578
2018
Q2 		$483K Sell
13,246
-3,541
-21% -$129K 0.03% 572
2018
Q1 		$588K Buy
16,787
+2,338
+16% +$82.5K 0.03% 559
2017
Q4 		$509K Buy
14,449
+46
+0.3% +$1.63K 0.03% 622
2017
Q3 		$490K Buy
14,403
+524
+4% +$17.2K 0.03% 602
2017
Q2 		$465K Buy
13,879
+985
+8% +$33.2K 0.03% 596
2017
Q1 		$438K Buy
12,894
+1,328
+11% +$43.2K 0.03% 587
2016
Q4 		$348K Buy
11,566
+1,649
+17% +$50.8K 0.02% 628
2016
Q3 		$317K Buy
9,917
+2,421
+32% +$76.5K 0.02% 615
2016
Q2 		$223K Buy
+7,496
New +$231K 0.02% 719

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Freedom Investment Management's WY Position: Q1 2023 in Review

Freedom Investment Management sold out of Weyerhaeuser (WY) in Q1 2023, closing a stake of 11,262 shares — an estimated $349K sold.

Freedom Investment Management first reported a position in WY in Q2 2016 and held it in 21 quarters. The position peaked at $588K in Q1 2018. 947 funds tracked by Wall St. Rank hold WY as of Q1 2023.

  • Freedom Investment Management reported no remaining Weyerhaeuser position as of Q1 2023 after selling out during the quarter.
  • Freedom Investment Management sold 11,262 Weyerhaeuser shares in Q1 2023, an estimated $349K.
  • Freedom Investment Management first reported a position in Weyerhaeuser in Q2 2016 and held it in 21 quarters.
  • Freedom Investment Management's Weyerhaeuser position peaked at $588K in Q1 2018.
  • 947 funds tracked by Wall St. Rank held Weyerhaeuser as of Q1 2023.

Based on Freedom Investment Management's 13F filing for Q1 2023, filed 15 May 2023.