HWM
WY icon

Hohimer Wealth Management’s Weyerhaeuser WY Stock Holding History

Hohimer Wealth Management’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
2021
Q1 		– Sell
-6,664
Closed -$223K – 215
2020
Q4 		$223K Sell
6,664
-729
-10% -$21.9K 0.06% 167
2020
Q3 		$217K Sell
7,393
-32,854
-82% -$902K 0.06% 166
2020
Q2 		$904K Sell
40,247
-16,133
-29% -$326K 0.31% 108
2020
Q1 		$1.17M Sell
56,380
-1,315
-2% -$34.6K 0.49% 82
2019
Q4 		$1.74M Buy
+57,695
New +$1.67M 0.61% 68

Other funds holding WY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Hohimer Wealth Management's WY Position: Q1 2021 in Review

Hohimer Wealth Management sold out of Weyerhaeuser (WY) in Q1 2021, closing a stake of 6,664 shares — an estimated $223K sold.

Hohimer Wealth Management first reported a position in WY in Q4 2019 and held it in 5 quarters. The position peaked at $1.74M in Q4 2019. 923 funds tracked by Wall St. Rank hold WY as of Q1 2021.

  • Hohimer Wealth Management reported no remaining Weyerhaeuser position as of Q1 2021 after selling out during the quarter.
  • Hohimer Wealth Management sold 6,664 Weyerhaeuser shares in Q1 2021, an estimated $223K.
  • Hohimer Wealth Management first reported a position in Weyerhaeuser in Q4 2019 and held it in 5 quarters.
  • Hohimer Wealth Management's Weyerhaeuser position peaked at $1.74M in Q4 2019.
  • 923 funds tracked by Wall St. Rank held Weyerhaeuser as of Q1 2021.

Based on Hohimer Wealth Management's 13F filing for Q1 2021, filed 12 Apr 2021.