Kings Point Capital Management’s Weyerhaeuser WY Stock Holding History

Kings Point Capital 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	-500	Closed	-$15K	–	515
2019 Q4	$15K	Hold	500	–	–	﹤0.01%	454
2019 Q3	$14K	Hold	500	–	–	﹤0.01%	445
2019 Q2	$13K	Hold	500	–	–	﹤0.01%	395
2019 Q1	$13K	Hold	500	–	–	﹤0.01%	341
2018 Q4	$11K	Hold	500	–	–	﹤0.01%	343
2018 Q3	$16K	Hold	500	–	–	﹤0.01%	334
2018 Q2	$18K	Hold	500	–	–	﹤0.01%	325
2018 Q1	$18K	Buy	+500	New	+$17.6K	﹤0.01%	327
2017 Q4	–	Sell	-443	Closed	-$15K	–	400
2017 Q3	$15K	Buy	+443	New	+$14.5K	﹤0.01%	332

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

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

First Eagle Investment Management

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

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

Geode Capital Management

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

Fidelity Investments

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

JP Morgan Chase

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