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HighPoint Advisor Group’s Weyerhaeuser WY Stock Holding History

HighPoint Advisor 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
-6,831
Closed -$213K – 739
2024
Q3 		$213K Buy
6,831
+221
+3% +$6.79K 0.01% 597
2024
Q2 		$210K Sell
6,610
-557
-8% -$17.2K 0.01% 568
2024
Q1 		$224K Sell
7,167
-273
-4% -$9.24K 0.02% 569
2023
Q4 		$264K Buy
+7,440
New +$232K 0.02% 505
2022
Q2 		$207K Buy
+6,115
New +$233K 0.02% 488
2021
Q3 		$212K Sell
5,967
-90
-1% -$3.15K 0.02% 501
2021
Q2 		$208K Buy
6,057
+332
+6% +$12.3K 0.02% 499
2021
Q1 		$215K Buy
+5,725
New +$195K 0.02% 444
2019
Q4 		– Sell
-5,550
Closed -$164K – 479
2019
Q3 		$164K Sell
5,550
-395
-7% -$10.3K 0.04% 349
2019
Q2 		$149K Buy
5,945
+291
+5% +$7.4K 0.03% 360
2019
Q1 		$426K Sell
5,654
-45
-0.8% -$1.13K 0.1% 182
2018
Q4 		$437K Sell
5,699
-843
-13% -$22.5K 0.12% 177
2018
Q3 		$181K Sell
6,542
-409
-6% -$14.2K 0.05% 319
2018
Q2 		$457K Buy
6,951
+74
+1% +$2.71K 0.12% 181
2018
Q1 		$399K Buy
6,877
+299
+5% +$10.6K 0.11% 195
2017
Q4 		$225K Buy
6,578
+353
+6% +$12.5K 0.06% 260
2017
Q3 		$222K Buy
+6,225
New +$204K 0.07% 245

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

HighPoint Advisor Group's WY Position: Q4 2024 in Review

HighPoint Advisor Group sold out of Weyerhaeuser (WY) in Q4 2024, closing a stake of 6,831 shares — an estimated $213K sold.

HighPoint Advisor Group first reported a position in WY in Q3 2017 and held it in 17 quarters. The position peaked at $457K in Q2 2018. 940 funds tracked by Wall St. Rank hold WY as of Q4 2024.

  • HighPoint Advisor Group reported no remaining Weyerhaeuser position as of Q4 2024 after selling out during the quarter.
  • HighPoint Advisor Group sold 6,831 Weyerhaeuser shares in Q4 2024, an estimated $213K.
  • HighPoint Advisor Group first reported a position in Weyerhaeuser in Q3 2017 and held it in 17 quarters.
  • HighPoint Advisor Group's Weyerhaeuser position peaked at $457K in Q2 2018.
  • 940 funds tracked by Wall St. Rank held Weyerhaeuser as of Q4 2024.

Based on HighPoint Advisor Group's 13F filing for Q4 2024, filed 12 Feb 2025.