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Kelly Financial Services’s Weyerhaeuser WY Stock Holding History

Kelly Financial Services’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
Q3 		– Sell
-59
Closed -$1.68K – 766
2024
Q2 		$1.68K Hold
59
– – ﹤0.01% 606
2024
Q1 		$2.1K Buy
59
+1
+2% +$34 ﹤0.01% 591
2023
Q4 		$2.02K Sell
58
-86
-60% -$2.68K ﹤0.01% 585
2023
Q3 		$4.42K Buy
144
+3
+2% +$99 ﹤0.01% 464
2023
Q2 		$4.74K Hold
141
– – ﹤0.01% 452
2023
Q1 		$4.24K Buy
141
+6
+4% +$189 ﹤0.01% 448
2022
Q4 		$4.18K Buy
135
+1
+0.7% +$31 ﹤0.01% 425
2022
Q3 		$3.83K Buy
134
+1
+0.8% +$34 ﹤0.01% 433
2022
Q2 		$4.42K Hold
133
– – ﹤0.01% 419
2022
Q1 		$5.03K Buy
133
+6
+5% +$238 ﹤0.01% 433
2021
Q4 		$5.24K Buy
127
+2
+2% +$76 ﹤0.01% 433
2021
Q3 		$4.45K Sell
125
-4,434
-97% -$155K ﹤0.01% 435
2021
Q2 		$132K Buy
4,559
+4,437
+3,637% +$165K 0.01% 343
2021
Q1 		$4.34K Buy
122
+1
+0.8% +$34 ﹤0.01% 413
2020
Q4 		$4.07K Buy
121
+50
+70% +$1.5K ﹤0.01% 391
2020
Q3 		$2.02K Hold
71
– – ﹤0.01% 435
2020
Q2 		$1.59K Hold
71
– – ﹤0.01% 461
2020
Q1 		$1.2K Buy
71
+2
+3% +$53 ﹤0.01% 439
2019
Q4 		$2.09K Hold
69
– – ﹤0.01% 411
2019
Q3 		$1.9K Buy
69
+1
+1% +$26 ﹤0.01% 404
2019
Q2 		$1.78K Buy
68
+1
+1% +$25 ﹤0.01% 387
2019
Q1 		$1.76K Buy
+67
New +$1.69K ﹤0.01% 384

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Kelly Financial Services's WY Position: Q3 2024 in Review

Kelly Financial Services sold out of Weyerhaeuser (WY) in Q3 2024, closing a stake of 59 shares — an estimated $1.68K sold.

Kelly Financial Services first reported a position in WY in Q1 2019 and held it in 22 quarters. The position peaked at $132K in Q2 2021. 946 funds tracked by Wall St. Rank hold WY as of Q3 2024.

  • Kelly Financial Services reported no remaining Weyerhaeuser position as of Q3 2024 after selling out during the quarter.
  • Kelly Financial Services sold 59 Weyerhaeuser shares in Q3 2024, an estimated $1.68K.
  • Kelly Financial Services first reported a position in Weyerhaeuser in Q1 2019 and held it in 22 quarters.
  • Kelly Financial Services's Weyerhaeuser position peaked at $132K in Q2 2021.
  • 946 funds tracked by Wall St. Rank held Weyerhaeuser as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.