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Gilliland Jeter Wealth Management’s Weyerhaeuser WY Stock Holding History

Gilliland Jeter Wealth 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
2024
Q4 		– Sell
-2,802
Closed -$94.9K – 643
2024
Q3 		$94.9K Sell
2,802
-1,680
-37% -$51.6K 0.03% 225
2024
Q2 		$127K Hold
4,482
– – 0.04% 195
2024
Q1 		$161K Buy
+4,482
New +$152K 0.06% 184

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Gilliland Jeter Wealth Management's WY Position: Q4 2024 in Review

Gilliland Jeter Wealth Management sold out of Weyerhaeuser (WY) in Q4 2024, closing a stake of 2,802 shares — an estimated $94.9K sold.

Gilliland Jeter Wealth Management first reported a position in WY in Q1 2024 and held it in 3 quarters. The position peaked at $161K in Q1 2024. 940 funds tracked by Wall St. Rank hold WY as of Q4 2024.

  • Gilliland Jeter Wealth Management reported no remaining Weyerhaeuser position as of Q4 2024 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 2,802 Weyerhaeuser shares in Q4 2024, an estimated $94.9K.
  • Gilliland Jeter Wealth Management first reported a position in Weyerhaeuser in Q1 2024 and held it in 3 quarters.
  • Gilliland Jeter Wealth Management's Weyerhaeuser position peaked at $161K in Q1 2024.
  • 940 funds tracked by Wall St. Rank held Weyerhaeuser as of Q4 2024.

Based on Gilliland Jeter Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.