Janiczek Wealth Management’s Weyerhaeuser WY Stock Holding History

Janiczek 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 Q2	$228	Hold	8	–	–	﹤0.01%	1038
2024 Q1	$288	Hold	8	–	–	﹤0.01%	1035
2023 Q4	$279	Hold	8	–	–	﹤0.01%	1036
2023 Q3	$246	Hold	8	–	–	﹤0.01%	1017
2023 Q2	$269	Hold	8	–	–	﹤0.01%	946
2023 Q1	$249	Sell	8 -24	-75%	-$757	﹤0.01%	954
2022 Q4	$1.03K	Buy	32 +24	+300%	+$744	﹤0.01%	858
2022 Q3	$0	Hold	8	–	–	﹤0.01%	1067
2022 Q2	$0	Hold	8	–	–	﹤0.01%	1084
2022 Q1	$0	Hold	8	–	–	﹤0.01%	1084
2021 Q4	$0	Hold	8	–	–	﹤0.01%	1105
2021 Q3	$0	Buy	+8	New	+$280	﹤0.01%	1040
2019 Q2	–	Sell	-3,205	Closed	-$84K	–	203
2019 Q1	$84K	Buy	+3,205	New	+$80.8K	0.04%	64
2017 Q1	–	Sell	-3,771	Closed	-$113K	–	53
2016 Q4	$113K	Buy	+3,771	New	+$116K	0.05%	35

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

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

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

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

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

Janiczek Wealth Management's WY Position: Q2 2024 in Review

Janiczek Wealth Management held its Weyerhaeuser (WY) position steady in Q2 2024 at 8 shares worth $228. The position accounts for ﹤0.01% of the portfolio, ranked #1038.

Janiczek Wealth Management first reported a position in WY in Q4 2016 and has held it in 14 quarters since. The position peaked at $113K in Q4 2016. 956 funds tracked by Wall St. Rank hold WY as of Q2 2024.

Janiczek Wealth Management held 8 shares of Weyerhaeuser worth $228 as of Q2 2024.
Janiczek Wealth Management left its Weyerhaeuser share count unchanged in Q2 2024.
Weyerhaeuser made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #1038 holding.
Janiczek Wealth Management first reported a position in Weyerhaeuser in Q4 2016 and has held it in 14 quarters since.
Janiczek Wealth Management's Weyerhaeuser position peaked at $113K in Q4 2016.
956 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.