JP Morgan Private Wealth Advisors’s Weyerhaeuser WY Stock Holding History

JP Morgan Private 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
2023 Q3	$7.87M	Buy	+256,765	New	+$8.45M	0.02%	416
2023 Q2	–	Sell	-371,824	Closed	-$11.2M	–	1928
2023 Q1	$11.2M	Buy	371,824 +26,622	+8%	+$839K	0.02%	404
2022 Q4	$10.7M	Sell	345,202 -2,262	-0.7%	-$70.1K	0.02%	406
2022 Q3	$9.92M	Buy	347,464 +30,881	+10%	+$1.05M	0.03%	402
2022 Q2	$10.5M	Sell	316,583 -14,585	-4%	-$556K	0.03%	392
2022 Q1	$12.6M	Buy	331,168 +6,962	+2%	+$276K	0.03%	394
2021 Q4	$13.4M	Sell	324,206 -23,940	-7%	-$909K	0.03%	384
2021 Q3	$12.4M	Sell	348,146 -159,267	-31%	-$5.58M	0.03%	388
2021 Q2	$17.5M	Sell	507,413 -253,471	-33%	-$9.4M	0.05%	327
2021 Q1	$27.1M	Sell	760,884 -16,373	-2%	-$557K	0.09%	218
2020 Q4	$26.1M	Sell	777,257 -16,188	-2%	-$487K	0.08%	217
2020 Q3	$22.6M	Sell	793,445 -43,900	-5%	-$1.21M	0.09%	199
2020 Q2	$18.8M	Sell	837,345 -536,121	-39%	-$10.8M	0.09%	195
2020 Q1	$23.3M	Buy	1,373,466 +90,155	+7%	+$2.37M	0.13%	153
2019 Q4	$38.8M	Buy	1,283,311 +61,259	+5%	+$1.78M	0.18%	132
2019 Q3	$33.9M	Buy	1,222,052 +140,328	+13%	+$3.66M	0.18%	135
2019 Q2	$28.5M	Buy	1,081,724 +58,731	+6%	+$1.49M	0.16%	145
2019 Q1	$26.9M	Buy	1,022,993 +58,285	+6%	+$1.47M	0.14%	159
2018 Q4	$21.1M	Sell	964,708 -118,736	-11%	-$3.16M	0.13%	163
2018 Q3	$35M	Sell	1,083,444 -6,282	-0.6%	-$218K	0.17%	138
2018 Q2	$39.7M	Buy	+1,089,726	New	+$39.8M	0.22%	105
2017 Q4	–	Sell	-17,518	Closed	-$596K	–	1332
2017 Q3	$596K	Sell	17,518 -4	-0%	-$131	﹤0.01%	787
2017 Q2	$587K	Buy	17,522 +10,303	+143%	+$347K	﹤0.01%	787
2017 Q1	$245K	Sell	7,219 -25,845	-78%	-$841K	﹤0.01%	1162
2016 Q4	$995K	Buy	33,064 +6,837	+26%	+$211K	0.01%	600
2016 Q3	$838K	Buy	26,227 +9,607	+58%	+$304K	0.01%	633
2016 Q2	$495K	Buy	16,620 +2,814	+20%	+$86.5K	﹤0.01%	783
2016 Q1	$428K	Buy	+13,806	New	+$369K	﹤0.01%	795
2014 Q3	–	Sell	-505,766	Closed	-$16.7M	–	1104
2014 Q2	$16.7M	Buy	+505,766	New	+$15.3M	0.28%	103

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

JP Morgan Private Wealth Advisors's WY Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors opened a new position in Weyerhaeuser (WY) in Q3 2023: 256,765 shares worth $7.87M. The stake represents 0.02% of the portfolio and ranks #416 among its holdings. This is a return to the name: JP Morgan Private Wealth Advisors previously reported a position in WY as recently as Q1 2023.

JP Morgan Private Wealth Advisors first reported a position in WY in Q2 2014 and has held it in 29 quarters since. The position peaked at $39.7M in Q2 2018. 963 funds tracked by Wall St. Rank hold WY as of Q3 2023.

JP Morgan Private Wealth Advisors held 256,765 shares of Weyerhaeuser worth $7.87M as of Q3 2023.
Weyerhaeuser was a new JP Morgan Private Wealth Advisors position in Q3 2023.
Weyerhaeuser made up 0.02% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #416 holding.
JP Morgan Private Wealth Advisors first reported a position in Weyerhaeuser in Q2 2014 and has held it in 29 quarters since.
JP Morgan Private Wealth Advisors's Weyerhaeuser position peaked at $39.7M in Q2 2018.
963 funds tracked by Wall St. Rank held Weyerhaeuser as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.