Jackson Grant Investment Advisers’s Weyerhaeuser WY Stock Holding History

Jackson Grant Investment Advisers’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
2025 Q1	–	Sell	-47	Closed	-$1.32K	–	396
2024 Q4	$1.32K	Hold	47	–	–	﹤0.01%	388
2024 Q3	$1.59K	Hold	47	–	–	﹤0.01%	383
2024 Q2	$1.33K	Hold	47	–	–	﹤0.01%	388
2024 Q1	$1.69K	Hold	47	–	–	﹤0.01%	371
2023 Q4	$1.63K	Hold	47	–	–	﹤0.01%	362
2023 Q3	$1.44K	Hold	47	–	–	﹤0.01%	368
2023 Q2	$1.57K	Hold	47	–	–	﹤0.01%	383
2023 Q1	$1.42K	Buy	+47	New	+$1.48K	﹤0.01%	419

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

Jackson Grant Investment Advisers's WY Position: Q1 2025 in Review

Jackson Grant Investment Advisers sold out of Weyerhaeuser (WY) in Q1 2025, closing a stake of 47 shares — an estimated $1.32K sold.

Jackson Grant Investment Advisers first reported a position in WY in Q1 2023 and held it in 8 quarters. The position peaked at $1.69K in Q1 2024. 959 funds tracked by Wall St. Rank hold WY as of Q1 2025.

Jackson Grant Investment Advisers reported no remaining Weyerhaeuser position as of Q1 2025 after selling out during the quarter.
Jackson Grant Investment Advisers sold 47 Weyerhaeuser shares in Q1 2025, an estimated $1.32K.
Jackson Grant Investment Advisers first reported a position in Weyerhaeuser in Q1 2023 and held it in 8 quarters.
Jackson Grant Investment Advisers's Weyerhaeuser position peaked at $1.69K in Q1 2024.
959 funds tracked by Wall St. Rank held Weyerhaeuser as of Q1 2025.

Based on Jackson Grant Investment Advisers's 13F filing for Q1 2025, filed 6 May 2025.