Geller Advisors’s Weyerhaeuser WY Stock Holding History

Geller 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
2022 Q2	–	Sell	-5,946	Closed	-$225K	–	175
2022 Q1	$225K	Sell	5,946 -74	-1%	-$2.93K	0.04%	147
2021 Q4	$248K	Buy	6,020 +81	+1%	+$3.08K	0.05%	139
2021 Q3	$211K	Buy	+5,939	New	+$208K	0.05%	151

Other funds holding WY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geller Advisors's WY Position: Q2 2022 in Review

Geller Advisors sold out of Weyerhaeuser (WY) in Q2 2022, closing a stake of 5,946 shares — an estimated $225K sold.

Geller Advisors first reported a position in WY in Q3 2021 and held it in 3 quarters. The position peaked at $248K in Q4 2021. 1,019 funds tracked by Wall St. Rank hold WY as of Q2 2022.

Geller Advisors reported no remaining Weyerhaeuser position as of Q2 2022 after selling out during the quarter.
Geller Advisors sold 5,946 Weyerhaeuser shares in Q2 2022, an estimated $225K.
Geller Advisors first reported a position in Weyerhaeuser in Q3 2021 and held it in 3 quarters.
Geller Advisors's Weyerhaeuser position peaked at $248K in Q4 2021.
1,019 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2022.

Based on Geller Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.