Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
KWM
Kingsview Wealth Management’s
Weyerhaeuser
WY
Stock Holding History
Kingsview Wealth Management’s Portfolio
WY Stock Details
WY Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q2
–
Sell
-7,369
Closed
-$216K
–
1233
2025
Q1
$216K
Buy
7,369
+15
+0.2%
+$446
﹤0.01%
1014
2024
Q4
$207K
Buy
7,354
+593
+9%
+$18.5K
﹤0.01%
1050
2024
Q3
$229K
Sell
6,761
-537
-7%
-$16.5K
﹤0.01%
977
2024
Q2
$207K
Sell
7,298
-70
-1%
-$2.17K
﹤0.01%
977
2024
Q1
$265K
Sell
7,368
-11
-0.1%
-$372
0.01%
866
2023
Q4
$257K
Buy
7,379
+445
+6%
+$13.8K
0.01%
818
2023
Q3
$213K
Buy
+6,934
New
+$228K
0.01%
865
2018
Q1
–
Sell
-10,813
Closed
-$381K
–
432
2017
Q4
$381K
Hold
10,813
–
–
0.14%
209
2017
Q3
$368K
Buy
10,813
+969
+10%
+$31.8K
0.16%
176
2017
Q2
$330K
Hold
9,844
–
–
0.17%
171
2017
Q1
$334K
Buy
+9,844
New
+$320K
0.2%
158
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
Cohen & Steers
New York
$57.6B AUM
8.03%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
T. Rowe Price Associates
Baltimore, Maryland
$865B AUM
30.76%
1-Year Est. Return
Norges Bank
Oslo, Norway
$935B AUM
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
First Eagle Investment Management
New York
$59B AUM
32.99%
1-Year Est. Return
Bank of New York Mellon
New York
$544B AUM
28.31%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close