Kapitalo Investimentos’s Weyerhaeuser WY Stock Holding History

Kapitalo Investimentos’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 Q1	–	Sell	-12,040	Closed	-$419K	–	567
2023 Q4	$419K	Sell	12,040 -5,426	-31%	-$169K	0.09%	132
2023 Q3	$536K	Buy	+17,466	New	+$575K	0.07%	96

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

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

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Kapitalo Investimentos's WY Position: Q1 2024 in Review

Kapitalo Investimentos sold out of Weyerhaeuser (WY) in Q1 2024, closing a stake of 12,040 shares — an estimated $419K sold.

Kapitalo Investimentos first reported a position in WY in Q3 2023 and held it in 2 quarters. The position peaked at $536K in Q3 2023. 985 funds tracked by Wall St. Rank hold WY as of Q1 2024.

Kapitalo Investimentos reported no remaining Weyerhaeuser position as of Q1 2024 after selling out during the quarter.
Kapitalo Investimentos sold 12,040 Weyerhaeuser shares in Q1 2024, an estimated $419K.
Kapitalo Investimentos first reported a position in Weyerhaeuser in Q3 2023 and held it in 2 quarters.
Kapitalo Investimentos's Weyerhaeuser position peaked at $536K in Q3 2023.
985 funds tracked by Wall St. Rank held Weyerhaeuser as of Q1 2024.

Based on Kapitalo Investimentos's 13F filing for Q1 2024, filed 15 May 2024.