Householder Group Estate & Retirement Specialist’s Weyerhaeuser WY Stock Holding History

Householder Group Estate & Retirement Specialist’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	-446	Closed	-$15K	–	1245
2024 Q3	$15K	Hold	446	–	–	﹤0.01%	756
2024 Q2	$12K	Hold	446	–	–	﹤0.01%	790
2024 Q1	$16K	Hold	446	–	–	﹤0.01%	717
2023 Q4	$15K	Hold	446	–	–	﹤0.01%	694
2023 Q3	$13.7K	Buy	+446	New	+$14.7K	﹤0.01%	719
2023 Q1	$13K	Buy	+446	New	+$14.1K	0.01%	744
2022 Q4	–	Sell	-446	Closed	-$12K	–	1176
2022 Q3	$12K	Buy	+446	New	+$15.2K	﹤0.01%	693

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 $59.9B AUM 27.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's WY Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Weyerhaeuser (WY) in Q4 2024, closing a stake of 446 shares — an estimated $15K sold.

Householder Group Estate & Retirement Specialist first reported a position in WY in Q3 2022 and held it in 7 quarters. The position peaked at $16K in Q1 2024. 941 funds tracked by Wall St. Rank hold WY as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining Weyerhaeuser position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 446 Weyerhaeuser shares in Q4 2024, an estimated $15K.
Householder Group Estate & Retirement Specialist first reported a position in Weyerhaeuser in Q3 2022 and held it in 7 quarters.
Householder Group Estate & Retirement Specialist's Weyerhaeuser position peaked at $16K in Q1 2024.
941 funds tracked by Wall St. Rank held Weyerhaeuser as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.