Journey Advisory Group’s Weyerhaeuser WY Stock Holding History

Journey Advisory Group’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
2022 Q3	–	Sell	-5,980	Closed	-$221K	–	254
2022 Q2	$221K	Sell	5,980 -4,550	-43%	-$173K	0.05%	229
2022 Q1	$399K	Sell	10,530 -1,395	-12%	-$55.3K	0.1%	160
2021 Q4	$491K	Hold	11,925	–	–	0.14%	135
2021 Q3	$424K	Sell	11,925 -16,690	-58%	-$585K	0.14%	135
2021 Q2	$985K	Sell	28,615 -160	-0.6%	-$5.94K	0.31%	71
2021 Q1	$1.02M	Sell	28,775 -705	-2%	-$24K	0.36%	67
2020 Q4	$988K	Buy	+29,480	New	+$887K	0.37%	66

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

Journey Advisory Group's WY Position: Q3 2022 in Review

Journey Advisory Group sold out of Weyerhaeuser (WY) in Q3 2022, closing a stake of 5,980 shares — an estimated $221K sold.

Journey Advisory Group first reported a position in WY in Q4 2020 and held it in 7 quarters. The position peaked at $1.02M in Q1 2021. 953 funds tracked by Wall St. Rank hold WY as of Q3 2022.

Journey Advisory Group reported no remaining Weyerhaeuser position as of Q3 2022 after selling out during the quarter.
Journey Advisory Group sold 5,980 Weyerhaeuser shares in Q3 2022, an estimated $221K.
Journey Advisory Group first reported a position in Weyerhaeuser in Q4 2020 and held it in 7 quarters.
Journey Advisory Group's Weyerhaeuser position peaked at $1.02M in Q1 2021.
953 funds tracked by Wall St. Rank held Weyerhaeuser as of Q3 2022.

Based on Journey Advisory Group's 13F filing for Q3 2022, filed 9 Nov 2022.