Jamison Private Wealth Management’s Weyerhaeuser WY Stock Holding History

Jamison Private Wealth 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
2024 Q4	–	Sell	-5	Closed	-$170	–	487
2024 Q3	$170	Hold	5	–	–	﹤0.01%	444
2024 Q2	$142	Sell	5 -35	-88%	-$1.08K	﹤0.01%	417
2024 Q1	$1.44K	Buy	+40	New	+$1.35K	﹤0.01%	407

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Jamison Private Wealth Management's WY Position: Q4 2024 in Review

Jamison Private Wealth Management sold out of Weyerhaeuser (WY) in Q4 2024, closing a stake of 5 shares — an estimated $170 sold.

Jamison Private Wealth Management first reported a position in WY in Q1 2024 and held it in 3 quarters. The position peaked at $1.44K in Q1 2024. 940 funds tracked by Wall St. Rank hold WY as of Q4 2024.

Jamison Private Wealth Management reported no remaining Weyerhaeuser position as of Q4 2024 after selling out during the quarter.
Jamison Private Wealth Management sold 5 Weyerhaeuser shares in Q4 2024, an estimated $170.
Jamison Private Wealth Management first reported a position in Weyerhaeuser in Q1 2024 and held it in 3 quarters.
Jamison Private Wealth Management's Weyerhaeuser position peaked at $1.44K in Q1 2024.
940 funds tracked by Wall St. Rank held Weyerhaeuser as of Q4 2024.

Based on Jamison Private Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.