Heritage Wealth Advisors’s Weyerhaeuser WY Stock Holding History

Heritage Wealth 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	–	Sell	-485	Closed	-$18K	–	585
2022 Q1	$18K	Hold	485	–	–	﹤0.01%	407
2021 Q4	$20K	Hold	485	–	–	﹤0.01%	412
2021 Q3	$17.3K	Hold	485	–	–	﹤0.01%	413
2021 Q2	$16.7K	Hold	485	–	–	﹤0.01%	428
2021 Q1	$17.3K	Hold	485	–	–	﹤0.01%	435
2020 Q4	$16K	Hold	485	–	–	﹤0.01%	431
2020 Q3	$13.8K	Hold	485	–	–	﹤0.01%	383
2020 Q2	$10.9K	Hold	485	–	–	﹤0.01%	377
2020 Q1	$8.22K	Sell	485 -580	-54%	-$15.3K	﹤0.01%	380
2019 Q4	$32.2K	Hold	1,065	–	–	﹤0.01%	338
2019 Q3	$29K	Sell	1,065 -17	-2%	-$444	﹤0.01%	324
2019 Q2	$28.5K	Hold	1,082	–	–	﹤0.01%	308
2019 Q1	$28.5K	Hold	1,082	–	–	﹤0.01%	272
2018 Q4	$23K	Hold	1,082	–	–	﹤0.01%	255
2018 Q3	$34K	Buy	+1,082	New	+$37.6K	0.01%	230

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

Heritage Wealth Advisors's WY Position: Q2 2022 in Review

Heritage Wealth Advisors sold out of Weyerhaeuser (WY) in Q2 2022, closing a stake of 485 shares — an estimated $18K sold.

Heritage Wealth Advisors first reported a position in WY in Q3 2018 and held it in 15 quarters. The position peaked at $34K in Q3 2018. 1,019 funds tracked by Wall St. Rank hold WY as of Q2 2022.

Heritage Wealth Advisors reported no remaining Weyerhaeuser position as of Q2 2022 after selling out during the quarter.
Heritage Wealth Advisors sold 485 Weyerhaeuser shares in Q2 2022, an estimated $18K.
Heritage Wealth Advisors first reported a position in Weyerhaeuser in Q3 2018 and held it in 15 quarters.
Heritage Wealth Advisors's Weyerhaeuser position peaked at $34K in Q3 2018.
1,019 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2022.

Based on Heritage Wealth Advisors's 13F filing for Q2 2022, filed 4 Aug 2022.