Kingsview Wealth Management’s Weyerhaeuser WY Stock Holding History

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $1T AUM

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Kingsview Wealth Management's WY Position: Q2 2025 in Review

Kingsview Wealth Management sold out of Weyerhaeuser (WY) in Q2 2025, closing a stake of 7,369 shares — an estimated $216K sold.

Kingsview Wealth Management first reported a position in WY in Q1 2017 and held it in 11 quarters. The position peaked at $381K in Q4 2017. 899 funds tracked by Wall St. Rank hold WY as of Q2 2025.

Kingsview Wealth Management reported no remaining Weyerhaeuser position as of Q2 2025 after selling out during the quarter.
Kingsview Wealth Management sold 7,369 Weyerhaeuser shares in Q2 2025, an estimated $216K.
Kingsview Wealth Management first reported a position in Weyerhaeuser in Q1 2017 and held it in 11 quarters.
Kingsview Wealth Management's Weyerhaeuser position peaked at $381K in Q4 2017.
899 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2025.

Based on Kingsview Wealth Management's 13F filing for Q2 2025, filed 8 Aug 2025.