Institutional & Family Asset Management’s Weyerhaeuser WY Stock Holding History

Institutional & Family Asset 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 Q1	–	Sell	-222	Closed	-$6.88K	–	763
2022 Q4	$6.88K	Hold	222	–	–	﹤0.01%	417
2022 Q3	$6K	Hold	222	–	–	﹤0.01%	463
2022 Q2	$7K	Sell	222 -43	-16%	-$1.64K	﹤0.01%	449
2022 Q1	$10K	Hold	265	–	–	﹤0.01%	448
2021 Q4	$11K	Hold	265	–	–	﹤0.01%	438
2021 Q3	$9K	Hold	265	–	–	﹤0.01%	570
2021 Q2	$9K	Sell	265 -61	-19%	-$2.26K	﹤0.01%	622
2021 Q1	$12K	Sell	326 -91	-22%	-$3.1K	﹤0.01%	548
2020 Q4	$14K	Hold	417	–	–	﹤0.01%	490
2020 Q3	$12K	Hold	417	–	–	﹤0.01%	466
2020 Q2	$9K	Sell	417 -25	-6%	-$506	﹤0.01%	507
2020 Q1	$7K	Buy	442 +80	+22%	+$2.1K	﹤0.01%	506
2019 Q4	$11K	Hold	362	–	–	﹤0.01%	500
2019 Q3	$10K	Buy	362 +15	+4%	+$391	﹤0.01%	479
2019 Q2	$9K	Hold	347	–	–	﹤0.01%	515
2019 Q1	$9K	Buy	347 +43	+14%	+$1.08K	﹤0.01%	529
2018 Q4	$7K	Sell	304 -230	-43%	-$6.13K	﹤0.01%	548
2018 Q3	$17K	Hold	534	–	–	﹤0.01%	457
2018 Q2	$19K	Sell	534 -52	-9%	-$1.9K	﹤0.01%	448
2018 Q1	$21K	Buy	+586	New	+$20.7K	﹤0.01%	412

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Institutional & Family Asset Management's WY Position: Q1 2023 in Review

Institutional & Family Asset Management sold out of Weyerhaeuser (WY) in Q1 2023, closing a stake of 222 shares — an estimated $6.88K sold.

Institutional & Family Asset Management first reported a position in WY in Q1 2018 and held it in 20 quarters. The position peaked at $21K in Q1 2018. 947 funds tracked by Wall St. Rank hold WY as of Q1 2023.

Institutional & Family Asset Management reported no remaining Weyerhaeuser position as of Q1 2023 after selling out during the quarter.
Institutional & Family Asset Management sold 222 Weyerhaeuser shares in Q1 2023, an estimated $6.88K.
Institutional & Family Asset Management first reported a position in Weyerhaeuser in Q1 2018 and held it in 20 quarters.
Institutional & Family Asset Management's Weyerhaeuser position peaked at $21K in Q1 2018.
947 funds tracked by Wall St. Rank held Weyerhaeuser as of Q1 2023.

Based on Institutional & Family Asset Management's 13F filing for Q1 2023, filed 9 May 2023.