High Net Worth Advisory Group’s Weyerhaeuser WY Stock Holding History

High Net Worth Advisory Group’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
2024 Q4	–	Sell	-6,940	Closed	-$235K	–	233
2024 Q3	$235K	Sell	6,940 -300	-4%	-$9.22K	0.06%	198
2024 Q2	$206K	Sell	7,240 -222	-3%	-$6.87K	0.06%	206
2024 Q1	$268K	Hold	7,462	–	–	0.08%	172
2023 Q4	$259K	Hold	7,462	–	–	0.1%	164
2023 Q3	$229K	Hold	7,462	–	–	0.09%	170
2023 Q2	$250K	Sell	7,462 -3,700	-33%	-$111K	0.1%	164
2023 Q1	$336K	Buy	11,162 +600	+6%	+$18.9K	0.14%	137
2022 Q4	$327K	Buy	10,562 +3,700	+54%	+$115K	0.13%	141
2022 Q3	$196K	Sell	6,862 -230	-3%	-$7.83K	0.08%	185
2022 Q2	$235K	Buy	7,092 +222	+3%	+$8.46K	0.1%	168
2022 Q1	$260K	Buy	6,870 +500	+8%	+$19.8K	0.09%	158
2021 Q4	$262K	Buy	+6,370	New	+$242K	0.09%	166

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

High Net Worth Advisory Group's WY Position: Q4 2024 in Review

High Net Worth Advisory Group sold out of Weyerhaeuser (WY) in Q4 2024, closing a stake of 6,940 shares — an estimated $235K sold.

High Net Worth Advisory Group first reported a position in WY in Q4 2021 and held it in 12 quarters. The position peaked at $336K in Q1 2023. 940 funds tracked by Wall St. Rank hold WY as of Q4 2024.

High Net Worth Advisory Group reported no remaining Weyerhaeuser position as of Q4 2024 after selling out during the quarter.
High Net Worth Advisory Group sold 6,940 Weyerhaeuser shares in Q4 2024, an estimated $235K.
High Net Worth Advisory Group first reported a position in Weyerhaeuser in Q4 2021 and held it in 12 quarters.
High Net Worth Advisory Group's Weyerhaeuser position peaked at $336K in Q1 2023.
940 funds tracked by Wall St. Rank held Weyerhaeuser as of Q4 2024.

Based on High Net Worth Advisory Group's 13F filing for Q4 2024, filed 21 Jan 2025.