HC Financial Advisors’s Weyerhaeuser WY Stock Holding History

HC Financial 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	$11K	Hold	320	–	–	0.01%	230
2022 Q1	$12K	Hold	320	–	–	0.01%	231
2021 Q4	$13K	Hold	320	–	–	0.01%	235
2021 Q3	$11K	Hold	320	–	–	0.01%	240
2021 Q2	$11K	Hold	320	–	–	0.01%	246
2021 Q1	$11K	Hold	320	–	–	0.01%	250
2020 Q4	$11K	Hold	320	–	–	0.01%	263
2020 Q3	$9K	Hold	320	–	–	0.01%	276
2020 Q2	$7K	Hold	320	–	–	0.01%	272
2020 Q1	$5K	Buy	+320	New	+$8.42K	﹤0.01%	307
2018 Q4	–	Sell	-11,222	Closed	-$362K	–	66
2018 Q3	$362K	Buy	11,222 +2,725	+32%	+$94.6K	0.32%	59
2018 Q2	$310K	Hold	8,497	–	–	0.3%	63
2018 Q1	$297K	Buy	8,497 +1,340	+19%	+$47.3K	0.29%	65
2017 Q4	$252K	Buy	+7,157	New	+$253K	0.24%	67

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

HC Financial Advisors's WY Position: Q2 2022 in Review

HC Financial Advisors held its Weyerhaeuser (WY) position steady in Q2 2022 at 320 shares worth $11K. The position accounts for 0.01% of the portfolio, ranked #230.

HC Financial Advisors first reported a position in WY in Q4 2017 and has held it in 14 quarters since. The position peaked at $362K in Q3 2018. 1,020 funds tracked by Wall St. Rank hold WY as of Q2 2022.

HC Financial Advisors held 320 shares of Weyerhaeuser worth $11K as of Q2 2022.
HC Financial Advisors left its Weyerhaeuser share count unchanged in Q2 2022.
Weyerhaeuser made up 0.01% of HC Financial Advisors's portfolio in Q2 2022, its #230 holding.
HC Financial Advisors first reported a position in Weyerhaeuser in Q4 2017 and has held it in 14 quarters since.
HC Financial Advisors's Weyerhaeuser position peaked at $362K in Q3 2018.
1,020 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.