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Fusion Family Wealth’s Weyerhaeuser WY Stock Holding History

Fusion Family Wealth’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
Q1 		– Sell
-50
Closed -$2K – 136
2019
Q4 		$2K Hold
50
– – ﹤0.01% 127
2019
Q3 		$1K Hold
50
– – ﹤0.01% 138
2019
Q2 		$1K Hold
50
– – ﹤0.01% 149
2019
Q1 		$1K Hold
50
– – ﹤0.01% 149
2018
Q4 		$1K Hold
50
– – ﹤0.01% 248
2018
Q3 		$2K Hold
50
– – ﹤0.01% 243
2018
Q2 		$2K Hold
50
– – ﹤0.01% 262
2018
Q1 		$2K Hold
50
– – ﹤0.01% 246
2017
Q4 		$2K Hold
50
– – ﹤0.01% 258
2017
Q3 		$2K Hold
50
– – ﹤0.01% 203
2017
Q2 		$2K Sell
50
-110
-69% -$3.7K ﹤0.01% 253
2017
Q1 		$5K Sell
160
-662
-81% -$21.5K ﹤0.01% 235
2016
Q4 		$25K Buy
+822
New +$25.3K 0.01% 169

Other funds holding WY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fusion Family Wealth's WY Position: Q1 2020 in Review

Fusion Family Wealth sold out of Weyerhaeuser (WY) in Q1 2020, closing a stake of 50 shares — an estimated $2K sold.

Fusion Family Wealth first reported a position in WY in Q4 2016 and held it in 13 quarters. The position peaked at $25K in Q4 2016. 820 funds tracked by Wall St. Rank hold WY as of Q1 2020.

  • Fusion Family Wealth reported no remaining Weyerhaeuser position as of Q1 2020 after selling out during the quarter.
  • Fusion Family Wealth sold 50 Weyerhaeuser shares in Q1 2020, an estimated $2K.
  • Fusion Family Wealth first reported a position in Weyerhaeuser in Q4 2016 and held it in 13 quarters.
  • Fusion Family Wealth's Weyerhaeuser position peaked at $25K in Q4 2016.
  • 820 funds tracked by Wall St. Rank held Weyerhaeuser as of Q1 2020.

Based on Fusion Family Wealth's 13F filing for Q1 2020, filed 6 May 2020.