Heritage Financial Services’s Weyerhaeuser WY Stock Holding History

Heritage Financial Services’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 Q3	–	Sell	-800	Closed	-$26K	–	499
2022 Q2	$26K	Buy	+800	New	+$30.5K	0.01%	220

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Heritage Financial Services's WY Position: Q3 2022 in Review

Heritage Financial Services sold out of Weyerhaeuser (WY) in Q3 2022, closing a stake of 800 shares — an estimated $26K sold.

Heritage Financial Services first reported a position in WY in Q2 2022 and held it in 1 quarter. The position peaked at $26K in Q2 2022. 953 funds tracked by Wall St. Rank hold WY as of Q3 2022.

Heritage Financial Services reported no remaining Weyerhaeuser position as of Q3 2022 after selling out during the quarter.
Heritage Financial Services sold 800 Weyerhaeuser shares in Q3 2022, an estimated $26K.
Heritage Financial Services first reported a position in Weyerhaeuser in Q2 2022 and held it in 1 quarter.
Heritage Financial Services's Weyerhaeuser position peaked at $26K in Q2 2022.
953 funds tracked by Wall St. Rank held Weyerhaeuser as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.