Jupiter Wealth Management’s Weyerhaeuser WY Stock Holding History

Jupiter 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
2020 Q1	–	Sell	-22,200	Closed	-$680K	–	95
2019 Q4	$680K	Hold	22,200	–	–	0.33%	45
2019 Q3	$615K	Hold	22,200	–	–	0.33%	47
2019 Q2	$562K	Hold	22,200	–	–	0.28%	48
2019 Q1	$585K	Buy	+22,200	New	+$559K	0.28%	45

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jupiter Wealth Management's WY Position: Q1 2020 in Review

Jupiter Wealth Management sold out of Weyerhaeuser (WY) in Q1 2020, closing a stake of 22,200 shares — an estimated $680K sold.

Jupiter Wealth Management first reported a position in WY in Q1 2019 and held it in 4 quarters. The position peaked at $680K in Q4 2019. 821 funds tracked by Wall St. Rank hold WY as of Q1 2020.

Jupiter Wealth Management reported no remaining Weyerhaeuser position as of Q1 2020 after selling out during the quarter.
Jupiter Wealth Management sold 22,200 Weyerhaeuser shares in Q1 2020, an estimated $680K.
Jupiter Wealth Management first reported a position in Weyerhaeuser in Q1 2019 and held it in 4 quarters.
Jupiter Wealth Management's Weyerhaeuser position peaked at $680K in Q4 2019.
821 funds tracked by Wall St. Rank held Weyerhaeuser as of Q1 2020.

Based on Jupiter Wealth Management's 13F filing for Q1 2020, filed 4 May 2020.