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ICA Group Wealth Management’s Weyerhaeuser WY Stock Holding History

ICA Group 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
2023
Q2 		– Sell
-83
Closed -$2.5K – 1417
2023
Q1 		$2.5K Hold
83
– – ﹤0.01% 1052
2022
Q4 		$2.57K Buy
+83
New +$2.57K ﹤0.01% 1081

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

ICA Group Wealth Management's WY Position: Q2 2023 in Review

ICA Group Wealth Management sold out of Weyerhaeuser (WY) in Q2 2023, closing a stake of 83 shares — an estimated $2.5K sold.

ICA Group Wealth Management first reported a position in WY in Q4 2022 and held it in 2 quarters. The position peaked at $2.57K in Q4 2022. 960 funds tracked by Wall St. Rank hold WY as of Q2 2023.

  • ICA Group Wealth Management reported no remaining Weyerhaeuser position as of Q2 2023 after selling out during the quarter.
  • ICA Group Wealth Management sold 83 Weyerhaeuser shares in Q2 2023, an estimated $2.5K.
  • ICA Group Wealth Management first reported a position in Weyerhaeuser in Q4 2022 and held it in 2 quarters.
  • ICA Group Wealth Management's Weyerhaeuser position peaked at $2.57K in Q4 2022.
  • 960 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2023.

Based on ICA Group Wealth Management's 13F filing for Q2 2023, filed 11 Aug 2023.