Icon Wealth Partners’s Weyerhaeuser WY Stock Holding History

Icon Wealth Partners’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
2019 Q2	–	Sell	-74	Closed	-$2K	–	782
2019 Q1	$2K	Buy	+74	New	+$1.86K	﹤0.01%	844
2018 Q3	–	Sell	-38	Closed	-$1K	–	730
2018 Q2	$1K	Buy	+38	New	+$1.39K	﹤0.01%	822
2018 Q1	–	Sell	-38	Closed	-$1K	–	738
2017 Q4	$1K	Buy	+38	New	+$1.34K	﹤0.01%	861

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Icon Wealth Partners's WY Position: Q2 2019 in Review

Icon Wealth Partners sold out of Weyerhaeuser (WY) in Q2 2019, closing a stake of 74 shares — an estimated $2K sold.

Icon Wealth Partners first reported a position in WY in Q4 2017 and held it in 3 quarters. The position peaked at $2K in Q1 2019. 882 funds tracked by Wall St. Rank hold WY as of Q2 2019.

Icon Wealth Partners reported no remaining Weyerhaeuser position as of Q2 2019 after selling out during the quarter.
Icon Wealth Partners sold 74 Weyerhaeuser shares in Q2 2019, an estimated $2K.
Icon Wealth Partners first reported a position in Weyerhaeuser in Q4 2017 and held it in 3 quarters.
Icon Wealth Partners's Weyerhaeuser position peaked at $2K in Q1 2019.
882 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.