IPW
WY icon

Impact Partnership Wealth’s Weyerhaeuser WY Stock Holding History

Impact Partnership Wealth’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
Q2 		– Sell
-452
Closed -$16.2K – 700
2024
Q1 		$16.2K Buy
452
+1
+0.2% +$34 0.01% 406
2023
Q4 		$15.7K Sell
451
-68
-13% -$2.12K 0.01% 438
2023
Q3 		$15.9K Sell
519
-30,297
-98% -$997K 0.01% 511
2023
Q2 		$1.03M Buy
+30,816
New +$928K 0.36% 24

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Impact Partnership Wealth's WY Position: Q2 2024 in Review

Impact Partnership Wealth sold out of Weyerhaeuser (WY) in Q2 2024, closing a stake of 452 shares — an estimated $16.2K sold.

Impact Partnership Wealth first reported a position in WY in Q2 2023 and held it in 4 quarters. The position peaked at $1.03M in Q2 2023. 956 funds tracked by Wall St. Rank hold WY as of Q2 2024.

  • Impact Partnership Wealth reported no remaining Weyerhaeuser position as of Q2 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 452 Weyerhaeuser shares in Q2 2024, an estimated $16.2K.
  • Impact Partnership Wealth first reported a position in Weyerhaeuser in Q2 2023 and held it in 4 quarters.
  • Impact Partnership Wealth's Weyerhaeuser position peaked at $1.03M in Q2 2023.
  • 956 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2024.

Based on Impact Partnership Wealth's 13F filing for Q2 2024, filed 2 Aug 2024.