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Global Wealth Management Investment Advisory’s Weyerhaeuser WY Stock Holding History

Global Wealth Management Investment Advisory’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
Q1 		– Sell
-1,164
Closed -$40.5K – 446
2023
Q4 		$40.5K Sell
1,164
-74,598
-98% -$2.32M 0.01% 206
2023
Q3 		$2.32M Sell
75,762
-1,917
-2% -$63.1K 0.65% 54
2023
Q2 		$2.6M Buy
77,679
+233
+0.3% +$7.01K 0.71% 49
2023
Q1 		$2.33M Sell
77,446
-11,912
-13% -$376K 0.7% 54
2022
Q4 		$2.77M Buy
89,358
+28,633
+47% +$887K 0.9% 45
2022
Q3 		$1.73M Buy
60,725
+2,420
+4% +$82.4K 0.62% 60
2022
Q2 		$1.93M Buy
58,305
+3,747
+7% +$143K 0.65% 58
2022
Q1 		$2.07M Sell
54,558
-13,116
-19% -$520K 0.62% 59
2021
Q4 		$2.79M Buy
67,674
+1,636
+2% +$62.1K 0.84% 43
2021
Q3 		$2.35M Sell
66,038
-20,172
-23% -$707K 0.74% 50
2021
Q2 		$2.97M Buy
86,210
+2,075
+2% +$77K 0.99% 33
2021
Q1 		$3M Buy
84,135
+10,654
+14% +$363K 1.08% 32
2020
Q4 		$2.46M Buy
73,481
+981
+1% +$29.5K 0.96% 33
2020
Q3 		$2.07M Sell
72,500
-24,037
-25% -$660K 0.89% 36
2020
Q2 		$2.17M Sell
96,537
-2,490
-3% -$50.4K 0.93% 35
2020
Q1 		$1.68M Buy
99,027
+32,130
+48% +$845K 0.85% 44
2019
Q4 		$2.02M Buy
66,897
+19,913
+42% +$578K 0.85% 48
2019
Q3 		$1.3M Buy
46,984
+2,665
+6% +$69.5K 0.6% 62
2019
Q2 		$1.17M Buy
44,319
+43,822
+8,817% +$1.11M 0.56% 63
2019
Q1 		$13K Hold
497
– – 0.01% 351
2018
Q4 		$11K Buy
+497
New +$13.2K 0.01% 376

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Global Wealth Management Investment Advisory's WY Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of Weyerhaeuser (WY) in Q1 2024, closing a stake of 1,164 shares — an estimated $40.5K sold.

Global Wealth Management Investment Advisory first reported a position in WY in Q4 2018 and held it in 21 quarters. The position peaked at $3M in Q1 2021. 986 funds tracked by Wall St. Rank hold WY as of Q1 2024.

  • Global Wealth Management Investment Advisory reported no remaining Weyerhaeuser position as of Q1 2024 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 1,164 Weyerhaeuser shares in Q1 2024, an estimated $40.5K.
  • Global Wealth Management Investment Advisory first reported a position in Weyerhaeuser in Q4 2018 and held it in 21 quarters.
  • Global Wealth Management Investment Advisory's Weyerhaeuser position peaked at $3M in Q1 2021.
  • 986 funds tracked by Wall St. Rank held Weyerhaeuser as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.