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JOYN Advisors’s Weyerhaeuser WY Stock Holding History

JOYN 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
2019
Q1 		– Sell
-3,212
Closed -$70K – 1440
2018
Q4 		$70K Buy
3,212
+1,144
+55% +$30.5K 0.02% 254
2018
Q3 		$67K Sell
2,068
-27
-1% -$937 0.01% 314
2018
Q2 		$76K Buy
2,095
+2,084
+18,945% +$76.2K 0.02% 291
2018
Q1 		$0 Buy
+11
New +$388 ﹤0.01% 1427

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
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JOYN Advisors's WY Position: Q1 2019 in Review

JOYN Advisors sold out of Weyerhaeuser (WY) in Q1 2019, closing a stake of 3,212 shares — an estimated $70K sold.

JOYN Advisors first reported a position in WY in Q1 2018 and held it in 4 quarters. The position peaked at $76K in Q2 2018. 905 funds tracked by Wall St. Rank hold WY as of Q1 2019.

  • JOYN Advisors reported no remaining Weyerhaeuser position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 3,212 Weyerhaeuser shares in Q1 2019, an estimated $70K.
  • JOYN Advisors first reported a position in Weyerhaeuser in Q1 2018 and held it in 4 quarters.
  • JOYN Advisors's Weyerhaeuser position peaked at $76K in Q2 2018.
  • 905 funds tracked by Wall St. Rank held Weyerhaeuser as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.