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Interactive Financial Advisors’s Weyerhaeuser WY Stock Holding History

Interactive Financial Advisors’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
-3,054
Closed -$94.7K – 165
2022
Q4 		$94.7K Buy
3,054
+1,312
+75% +$40.7K 0.06% 109
2022
Q3 		$50K Buy
+1,742
New +$59.3K 0.03% 123
2022
Q1 		– Sell
-1,802
Closed -$74K – 177
2021
Q4 		$74K Buy
1,802
+549
+44% +$20.8K 0.03% 117
2021
Q3 		$45K Buy
1,253
+62
+5% +$2.17K 0.02% 124
2021
Q2 		$41K Sell
1,191
-868
-42% -$32.2K 0.02% 134
2021
Q1 		$73K Buy
2,059
+559
+37% +$19K 0.03% 112
2020
Q4 		$50K Sell
1,500
-152
-9% -$4.57K 0.02% 113
2020
Q3 		$47K Sell
1,652
-366
-18% -$10.1K 0.02% 110
2020
Q2 		$45K Buy
+2,018
New +$40.8K 0.02% 106
2020
Q1 		– Sell
-2,136
Closed -$65K – 132
2019
Q4 		$65K Buy
+2,136
New +$62K 0.03% 109
2018
Q4 		– Sell
-2,388
Closed -$77K – 126
2018
Q3 		$77K Sell
2,388
-507
-18% -$17.6K 0.04% 84
2018
Q2 		$106K Buy
2,895
+1,714
+145% +$62.7K 0.05% 81
2018
Q1 		$41K Sell
1,181
-366
-24% -$12.9K 0.02% 91
2017
Q4 		$55K Buy
1,547
+207
+15% +$7.32K 0.02% 91
2017
Q3 		$46K Sell
1,340
-269
-17% -$8.83K 0.02% 81
2017
Q2 		$54K Buy
1,609
+298
+23% +$10K 0.03% 80
2017
Q1 		$45K Sell
1,311
-456
-26% -$14.8K 0.02% 82
2016
Q4 		$53K Buy
1,767
+130
+8% +$4.01K 0.03% 83
2016
Q3 		$52K Sell
1,637
-265
-14% -$8.38K 0.03% 79
2016
Q2 		$57K Buy
+1,902
New +$58.5K 0.03% 65

Other funds holding WY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Interactive Financial Advisors's WY Position: Q1 2023 in Review

Interactive Financial Advisors sold out of Weyerhaeuser (WY) in Q1 2023, closing a stake of 3,054 shares — an estimated $94.7K sold.

Interactive Financial Advisors first reported a position in WY in Q2 2016 and held it in 20 quarters. The position peaked at $106K in Q2 2018. 948 funds tracked by Wall St. Rank hold WY as of Q1 2023.

  • Interactive Financial Advisors reported no remaining Weyerhaeuser position as of Q1 2023 after selling out during the quarter.
  • Interactive Financial Advisors sold 3,054 Weyerhaeuser shares in Q1 2023, an estimated $94.7K.
  • Interactive Financial Advisors first reported a position in Weyerhaeuser in Q2 2016 and held it in 20 quarters.
  • Interactive Financial Advisors's Weyerhaeuser position peaked at $106K in Q2 2018.
  • 948 funds tracked by Wall St. Rank held Weyerhaeuser as of Q1 2023.

Based on Interactive Financial Advisors's 13F filing for Q1 2023, filed 27 Apr 2023.