Herold Advisors’s Weyerhaeuser WY Stock Holding History

Herold 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	-200	Closed	-$7.58K	–	682
2022 Q1	$7.58K	Buy	+200	New	+$7.93K	﹤0.01%	632
2021 Q4	–	Sell	-500	Closed	-$17K	–	656
2021 Q3	$17K	Buy	+500	New	+$17.5K	0.01%	539

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

Herold Advisors's WY Position: Q2 2022 in Review

Herold Advisors sold out of Weyerhaeuser (WY) in Q2 2022, closing a stake of 200 shares — an estimated $7.58K sold.

Herold Advisors first reported a position in WY in Q3 2021 and held it in 2 quarters. The position peaked at $17K in Q3 2021. 1,019 funds tracked by Wall St. Rank hold WY as of Q2 2022.

Herold Advisors reported no remaining Weyerhaeuser position as of Q2 2022 after selling out during the quarter.
Herold Advisors sold 200 Weyerhaeuser shares in Q2 2022, an estimated $7.58K.
Herold Advisors first reported a position in Weyerhaeuser in Q3 2021 and held it in 2 quarters.
Herold Advisors's Weyerhaeuser position peaked at $17K in Q3 2021.
1,019 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2022.

Based on Herold Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.