Jeppson Wealth Management’s Weyerhaeuser WY Stock Holding History

Jeppson 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
2020 Q4	–	Sell	-1,135	Closed	-$32K	–	463
2020 Q3	$32K	Buy	+1,135	New	+$31.2K	0.03%	278

Other funds holding WY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Jeppson Wealth Management's WY Position: Q4 2020 in Review

Jeppson Wealth Management sold out of Weyerhaeuser (WY) in Q4 2020, closing a stake of 1,135 shares — an estimated $32K sold.

Jeppson Wealth Management first reported a position in WY in Q3 2020 and held it in 1 quarter. The position peaked at $32K in Q3 2020. 877 funds tracked by Wall St. Rank hold WY as of Q4 2020.

Jeppson Wealth Management reported no remaining Weyerhaeuser position as of Q4 2020 after selling out during the quarter.
Jeppson Wealth Management sold 1,135 Weyerhaeuser shares in Q4 2020, an estimated $32K.
Jeppson Wealth Management first reported a position in Weyerhaeuser in Q3 2020 and held it in 1 quarter.
Jeppson Wealth Management's Weyerhaeuser position peaked at $32K in Q3 2020.
877 funds tracked by Wall St. Rank held Weyerhaeuser as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.