JWM
WY icon

JGP Wealth Management’s Weyerhaeuser WY Stock Holding History

JGP 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
-6,751
Closed -$229K – 189
2024
Q3 		$229K Buy
+6,751
New +$207K 0.03% 168
2024
Q2 		– Sell
-7,417
Closed -$266K – 178
2024
Q1 		$266K Buy
7,417
+14
+0.2% +$474 0.04% 150
2023
Q4 		$257K Hold
7,403
– – 0.04% 151
2023
Q3 		$227K Buy
7,403
+1
+0% +$33 0.04% 147
2023
Q2 		$248K Hold
7,402
– – 0.04% 138
2023
Q1 		$223K Buy
7,402
+11
+0.1% +$347 0.04% 144
2022
Q4 		$229K Hold
7,391
– – 0.04% 137
2022
Q3 		$212K Sell
7,391
-9
-0.1% -$306 0.04% 141
2022
Q2 		$251K Buy
7,400
+70
+1% +$2.67K 0.05% 133
2022
Q1 		$284K Buy
7,330
+25
+0.3% +$991 0.05% 135
2021
Q4 		$293K Hold
7,305
– – 0.05% 143
2021
Q3 		$260K Hold
7,305
– – 0.06% 138
2021
Q2 		$251K Hold
7,305
– – 0.05% 141
2021
Q1 		$260K Hold
7,305
– – 0.06% 133
2020
Q4 		$248K Hold
7,305
– – 0.06% 129
2020
Q3 		$216K Buy
+7,305
New +$201K 0.06% 125
2020
Q1 		– Sell
-7,305
Closed -$215K – 141
2019
Q4 		$215K Sell
7,305
-2,084
-22% -$60.5K 0.06% 126
2019
Q3 		$251K Hold
9,389
– – 0.09% 113
2019
Q2 		$247K Hold
9,389
– – 0.09% 114
2019
Q1 		$247K Sell
9,389
-272
-3% -$6.85K 0.09% 109
2018
Q4 		$211K Buy
9,661
+2,084
+28% +$55.5K 0.09% 110
2018
Q3 		$245K Buy
7,577
+298
+4% +$10.3K 0.1% 109
2018
Q2 		$265K Buy
+7,279
New +$266K 0.11% 103

Other funds holding WY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JGP Wealth Management's WY Position: Q4 2024 in Review

JGP Wealth Management sold out of Weyerhaeuser (WY) in Q4 2024, closing a stake of 6,751 shares — an estimated $229K sold.

JGP Wealth Management first reported a position in WY in Q2 2018 and held it in 23 quarters. The position peaked at $293K in Q4 2021. 940 funds tracked by Wall St. Rank hold WY as of Q4 2024.

  • JGP Wealth Management reported no remaining Weyerhaeuser position as of Q4 2024 after selling out during the quarter.
  • JGP Wealth Management sold 6,751 Weyerhaeuser shares in Q4 2024, an estimated $229K.
  • JGP Wealth Management first reported a position in Weyerhaeuser in Q2 2018 and held it in 23 quarters.
  • JGP Wealth Management's Weyerhaeuser position peaked at $293K in Q4 2021.
  • 940 funds tracked by Wall St. Rank held Weyerhaeuser as of Q4 2024.

Based on JGP Wealth Management's 13F filing for Q4 2024, filed 15 Jan 2025.