Fulcrum Asset Management’s Weyerhaeuser WY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Hold
0
19
2021
Q4
Hold
0
154
2021
Q3
Hold
0
156
2021
Q2
Hold
0
16
2021
Q1
Hold
0
25
2020
Q4
Hold
0
35
2020
Q3
Sell
-108,538
Closed -$2.53M 195
2020
Q2
$2.53M Buy
+108,538
New +$2.2M 0.85% 35

Other funds holding WY

Fulcrum Asset Management's WY Position: Q1 2022 in Review

Fulcrum Asset Management held its Weyerhaeuser (WY) position steady in Q1 2022 at 0 shares worth $3.76M. The position accounts for 1.1% of the portfolio, ranked #19.

Fulcrum Asset Management first reported a position in WY in Q2 2020 and has held it in 1 quarter since. The position peaked at $2.53M in Q2 2020. 1,017 funds tracked by Wall St. Rank hold WY as of Q1 2022.

  • Fulcrum Asset Management held 0 shares of Weyerhaeuser worth $3.76M as of Q1 2022.
  • Fulcrum Asset Management left its Weyerhaeuser share count unchanged in Q1 2022.
  • Weyerhaeuser made up 1.1% of Fulcrum Asset Management's portfolio in Q1 2022, its #19 holding.
  • Fulcrum Asset Management first reported a position in Weyerhaeuser in Q2 2020 and has held it in 1 quarter since.
  • Fulcrum Asset Management's Weyerhaeuser position peaked at $2.53M in Q2 2020.
  • 1,017 funds tracked by Wall St. Rank held Weyerhaeuser as of Q1 2022.

Based on Fulcrum Asset Management's 13F filing for Q1 2022, filed 10 May 2022.