Keebeck Wealth Management’s Weyerhaeuser WY Stock Holding History

Keebeck 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 Q3	–	Sell	-1,000	Closed	-$22K	–	364
2020 Q2	$22K	Buy	+1,000	New	+$20.2K	0.01%	273
2020 Q1	–	Sell	-1,000	Closed	-$30K	–	331
2019 Q4	$30K	Buy	+1,000	New	+$29K	0.01%	248

Other funds holding WY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Keebeck Wealth Management's WY Position: Q3 2020 in Review

Keebeck Wealth Management sold out of Weyerhaeuser (WY) in Q3 2020, closing a stake of 1,000 shares — an estimated $22K sold.

Keebeck Wealth Management first reported a position in WY in Q4 2019 and held it in 2 quarters. The position peaked at $30K in Q4 2019. 820 funds tracked by Wall St. Rank hold WY as of Q3 2020.

Keebeck Wealth Management reported no remaining Weyerhaeuser position as of Q3 2020 after selling out during the quarter.
Keebeck Wealth Management sold 1,000 Weyerhaeuser shares in Q3 2020, an estimated $22K.
Keebeck Wealth Management first reported a position in Weyerhaeuser in Q4 2019 and held it in 2 quarters.
Keebeck Wealth Management's Weyerhaeuser position peaked at $30K in Q4 2019.
820 funds tracked by Wall St. Rank held Weyerhaeuser as of Q3 2020.

Based on Keebeck Wealth Management's 13F filing for Q3 2020, filed 2 Nov 2020.