Horizon Financial Services’s Weyerhaeuser WY Stock Holding History

Horizon Financial Services’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
2025 Q1	–	Sell	-17	Closed	-$479	–	348
2024 Q4	$479	Hold	17	–	–	﹤0.01%	237
2024 Q3	$576	Hold	17	–	–	﹤0.01%	248
2024 Q2	$483	Hold	17	–	–	﹤0.01%	243
2024 Q1	$610	Buy	+17	New	+$575	﹤0.01%	240

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Horizon Financial Services's WY Position: Q1 2025 in Review

Horizon Financial Services sold out of Weyerhaeuser (WY) in Q1 2025, closing a stake of 17 shares — an estimated $479 sold.

Horizon Financial Services first reported a position in WY in Q1 2024 and held it in 4 quarters. The position peaked at $610 in Q1 2024. 959 funds tracked by Wall St. Rank hold WY as of Q1 2025.

Horizon Financial Services reported no remaining Weyerhaeuser position as of Q1 2025 after selling out during the quarter.
Horizon Financial Services sold 17 Weyerhaeuser shares in Q1 2025, an estimated $479.
Horizon Financial Services first reported a position in Weyerhaeuser in Q1 2024 and held it in 4 quarters.
Horizon Financial Services's Weyerhaeuser position peaked at $610 in Q1 2024.
959 funds tracked by Wall St. Rank held Weyerhaeuser as of Q1 2025.

Based on Horizon Financial Services's 13F filing for Q1 2025, filed 28 Apr 2025.