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 $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Kings Point Capital Management's WY Position: Q1 2020 in Review

Kings Point Capital Management sold out of Weyerhaeuser (WY) in Q1 2020, closing a stake of 500 shares — an estimated $15K sold.

Kings Point Capital Management first reported a position in WY in Q3 2017 and held it in 9 quarters. The position peaked at $18K in Q2 2018. 820 funds tracked by Wall St. Rank hold WY as of Q1 2020.

Kings Point Capital Management reported no remaining Weyerhaeuser position as of Q1 2020 after selling out during the quarter.
Kings Point Capital Management sold 500 Weyerhaeuser shares in Q1 2020, an estimated $15K.
Kings Point Capital Management first reported a position in Weyerhaeuser in Q3 2017 and held it in 9 quarters.
Kings Point Capital Management's Weyerhaeuser position peaked at $18K in Q2 2018.
820 funds tracked by Wall St. Rank held Weyerhaeuser as of Q1 2020.

Based on Kings Point Capital Management's 13F filing for Q1 2020, filed 14 May 2020.