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Heritage Wealth Management (Arizona)’s Weyerhaeuser WY Stock Holding History

Heritage Wealth Management (Arizona)’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
Q4 		$83.5K Buy
2,692
+1,400
+108% +$43.4K 0.01% 436
2022
Q3 		$37K Buy
1,292
+52
+4% +$1.77K 0.01% 446
2022
Q2 		$41.1K Hold
1,240
– – 0.01% 452
2022
Q1 		$47K Buy
+1,240
New +$49.2K 0.01% 484
2021
Q3 		$44K Hold
1,240
– – 0.02% 466
2021
Q2 		$43K Buy
+1,240
New +$46K 0.02% 476

Other funds holding WY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s WY Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Weyerhaeuser (WY) stake by 108% in Q4 2022, buying an estimated $43.4K and bringing the position to 2,692 shares worth $83.5K. The position accounts for 0.01% of the portfolio, ranked #436.

Heritage Wealth Management (Arizona) first reported a position in WY in Q2 2021 and has held it in 6 quarters since. 959 funds tracked by Wall St. Rank hold WY as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 2,692 shares of Weyerhaeuser worth $83.5K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 1,400 Weyerhaeuser shares in Q4 2022, an estimated $43.4K.
  • Weyerhaeuser made up 0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #436 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Weyerhaeuser in Q2 2021 and has held it in 6 quarters since.
  • 959 funds tracked by Wall St. Rank held Weyerhaeuser as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.