IC
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IEQ Capital’s Weyerhaeuser WY Stock Holding History

IEQ Capital’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
-11,578
Closed -$392K – 1446
2024
Q3 		$392K Sell
11,578
-2,569
-18% -$78.9K ﹤0.01% 841
2024
Q2 		$402K Buy
14,147
+1,966
+16% +$60.8K 0.01% 720
2024
Q1 		$437K Buy
12,181
+1,546
+15% +$52.3K 0.01% 663
2023
Q4 		$370K Sell
10,635
-3,168
-23% -$98.6K 0.01% 666
2023
Q3 		$423K Buy
13,803
+4,311
+45% +$142K 0.01% 618
2023
Q2 		$318K Sell
9,492
-5,058
-35% -$152K 0.01% 657
2023
Q1 		$438K Buy
14,550
+7,143
+96% +$225K 0.01% 613
2022
Q4 		$230K Sell
7,407
-5,192
-41% -$161K 0.01% 707
2022
Q3 		$360K Buy
12,599
+3,694
+41% +$126K 0.01% 614
2022
Q2 		$295K Sell
8,905
-2,269
-20% -$86.5K 0.01% 611
2022
Q1 		$424K Buy
11,174
+1,656
+17% +$65.7K 0.01% 545
2021
Q4 		$392K Buy
9,518
+2,199
+30% +$83.5K 0.01% 523
2021
Q3 		$260K Buy
+7,319
New +$256K 0.01% 599

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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

IEQ Capital's WY Position: Q4 2024 in Review

IEQ Capital sold out of Weyerhaeuser (WY) in Q4 2024, closing a stake of 11,578 shares — an estimated $392K sold.

IEQ Capital first reported a position in WY in Q3 2021 and held it in 13 quarters. The position peaked at $438K in Q1 2023. 940 funds tracked by Wall St. Rank hold WY as of Q4 2024.

  • IEQ Capital reported no remaining Weyerhaeuser position as of Q4 2024 after selling out during the quarter.
  • IEQ Capital sold 11,578 Weyerhaeuser shares in Q4 2024, an estimated $392K.
  • IEQ Capital first reported a position in Weyerhaeuser in Q3 2021 and held it in 13 quarters.
  • IEQ Capital's Weyerhaeuser position peaked at $438K in Q1 2023.
  • 940 funds tracked by Wall St. Rank held Weyerhaeuser as of Q4 2024.

Based on IEQ Capital's 13F filing for Q4 2024, filed 3 Feb 2025.