Harvest Group Wealth Management’s Weyerhaeuser WY Stock Holding History

Harvest Group 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
2021 Q1	–	Sell	-734	Closed	-$25K	–	727
2020 Q4	$25K	Buy	734 +1	+0.1%	+$30	0.01%	157
2020 Q3	$21K	Hold	733	–	–	0.01%	164
2020 Q2	$16K	Hold	733	–	–	0.01%	174
2020 Q1	$12K	Hold	733	–	–	0.01%	187
2019 Q4	$22K	Sell	733 -1	-0.1%	-$29	0.02%	148
2019 Q3	$20K	Buy	734 +10	+1%	+$261	0.02%	165
2019 Q2	$19K	Buy	724 +9	+1%	+$229	0.02%	161
2019 Q1	$19K	Buy	+715	New	+$18K	0.02%	166

Other funds holding WY

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

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

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Harvest Group Wealth Management's WY Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Weyerhaeuser (WY) in Q1 2021, closing a stake of 734 shares — an estimated $25K sold.

Harvest Group Wealth Management first reported a position in WY in Q1 2019 and held it in 8 quarters. The position peaked at $25K in Q4 2020. 923 funds tracked by Wall St. Rank hold WY as of Q1 2021.

Harvest Group Wealth Management reported no remaining Weyerhaeuser position as of Q1 2021 after selling out during the quarter.
Harvest Group Wealth Management sold 734 Weyerhaeuser shares in Q1 2021, an estimated $25K.
Harvest Group Wealth Management first reported a position in Weyerhaeuser in Q1 2019 and held it in 8 quarters.
Harvest Group Wealth Management's Weyerhaeuser position peaked at $25K in Q4 2020.
923 funds tracked by Wall St. Rank held Weyerhaeuser as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.