Heck Capital Advisors’s Weyerhaeuser WY Stock Holding History

Heck Capital 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
2025 Q1	–	Sell	-560	Closed	-$15.8K	–	798
2024 Q4	$15.8K	Buy	+560	New	+$17.5K	﹤0.01%	507

Other funds holding WY

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Heck Capital Advisors's WY Position: Q1 2025 in Review

Heck Capital Advisors sold out of Weyerhaeuser (WY) in Q1 2025, closing a stake of 560 shares — an estimated $15.8K sold.

Heck Capital Advisors first reported a position in WY in Q4 2024 and held it in 1 quarter. The position peaked at $15.8K in Q4 2024. 961 funds tracked by Wall St. Rank hold WY as of Q1 2025.

Heck Capital Advisors reported no remaining Weyerhaeuser position as of Q1 2025 after selling out during the quarter.
Heck Capital Advisors sold 560 Weyerhaeuser shares in Q1 2025, an estimated $15.8K.
Heck Capital Advisors first reported a position in Weyerhaeuser in Q4 2024 and held it in 1 quarter.
Heck Capital Advisors's Weyerhaeuser position peaked at $15.8K in Q4 2024.
961 funds tracked by Wall St. Rank held Weyerhaeuser as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.