JFS Wealth Advisors’s Weyerhaeuser WY Stock Holding History

JFS Wealth 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
2026 Q2	$695	Sell	29 -1	-3%	-$24	﹤0.01%	1893
2026 Q1	$733	Hold	30	–	–	﹤0.01%	1724
2025 Q4	$711	Buy	30 +28	+1,400%	+$648	﹤0.01%	1757
2025 Q3	$50	Hold	2	–	–	﹤0.01%	1869
2025 Q2	$52	Sell	2 -17	-89%	-$445	﹤0.01%	1832
2025 Q1	$557	Buy	19 +17	+850%	+$506	﹤0.01%	1755
2024 Q4	$57	Hold	2	–	–	﹤0.01%	1907
2024 Q3	$68	Hold	2	–	–	﹤0.01%	1920
2024 Q2	$57	Sell	2 -7	-78%	-$217	﹤0.01%	1951
2024 Q1	$324	Sell	9 -30	-77%	-$1.01K	﹤0.01%	1851
2023 Q4	$1.36K	Buy	+39	New	+$1.21K	﹤0.01%	1560
2023 Q3	–	Sell	-1,070	Closed	-$35.9K	–	2009
2023 Q2	$35.9K	Hold	1,070	–	–	﹤0.01%	416
2023 Q1	$32.2K	Hold	1,070	–	–	﹤0.01%	432
2022 Q4	$33.2K	Hold	1,070	–	–	﹤0.01%	429
2022 Q3	$31K	Hold	1,070	–	–	﹤0.01%	473
2022 Q2	$35K	Hold	1,070	–	–	﹤0.01%	470
2022 Q1	$41K	Sell	1,070 -5	-0.5%	-$198	﹤0.01%	469
2021 Q4	$44K	Buy	1,075 +5	+0.5%	+$190	﹤0.01%	444
2021 Q3	$38K	Sell	1,070 -10	-0.9%	-$350	﹤0.01%	457
2021 Q2	$37K	Hold	1,080	–	–	0.01%	304
2021 Q1	$38K	Hold	1,080	–	–	0.01%	277
2020 Q4	$36K	Hold	1,080	–	–	0.01%	274
2020 Q3	$31K	Sell	1,080 -6,227	-85%	-$171K	0.01%	280
2020 Q2	$164K	Hold	7,307	–	–	0.04%	147
2020 Q1	$124K	Hold	7,307	–	–	0.04%	154
2019 Q4	$221K	Hold	7,307	–	–	0.05%	134
2019 Q3	$202K	Hold	7,307	–	–	0.05%	141
2019 Q2	$192K	Hold	7,307	–	–	0.05%	141
2019 Q1	$192K	Hold	7,307	–	–	0.05%	138
2018 Q4	$160K	Hold	7,307	–	–	0.04%	150
2018 Q3	$236K	Sell	7,307 -5	-0.1%	-$174	0.06%	133
2018 Q2	$267K	Hold	7,312	–	–	0.07%	120
2018 Q1	$256K	Hold	7,312	–	–	0.07%	124
2017 Q4	$258K	Sell	7,312 -41	-0.6%	-$1.45K	0.06%	121
2017 Q3	$250K	Hold	7,353	–	–	0.06%	117
2017 Q2	$246K	Hold	7,353	–	–	0.07%	108
2017 Q1	$221K	Hold	7,353	–	–	0.06%	116
2016 Q4	$221K	Sell	7,353 -57	-0.8%	-$1.76K	0.06%	116
2016 Q3	$237K	Hold	7,410	–	–	0.07%	112
2016 Q2	$221K	Hold	7,410	–	–	0.06%	143
2016 Q1	$230K	Buy	+7,410	New	+$198K	0.07%	119

Other funds holding WY

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

O'Keefe Stevens Advisory Rochester, New York $488M AUM 56.91% 1-Year Est. Return

Cultivar Capital Denton, Texas $155M AUM 16.34% 1-Year Est. Return

Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $658M AUM 24.19% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Baugh & Associates Atlanta, Georgia $226M AUM 41.8% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return