Kingswood Wealth Advisors’s Weyerhaeuser WY Stock Holding History

Kingswood Wealth Advisors’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 Q1	–	Sell	-7,013	Closed	-$244K	–	705
2023 Q4	$244K	Buy	+7,013	New	+$218K	0.03%	530

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Kingswood Wealth Advisors's WY Position: Q1 2024 in Review

Kingswood Wealth Advisors sold out of Weyerhaeuser (WY) in Q1 2024, closing a stake of 7,013 shares — an estimated $244K sold.

Kingswood Wealth Advisors first reported a position in WY in Q4 2023 and held it in 1 quarter. The position peaked at $244K in Q4 2023. 985 funds tracked by Wall St. Rank hold WY as of Q1 2024.

Kingswood Wealth Advisors reported no remaining Weyerhaeuser position as of Q1 2024 after selling out during the quarter.
Kingswood Wealth Advisors sold 7,013 Weyerhaeuser shares in Q1 2024, an estimated $244K.
Kingswood Wealth Advisors first reported a position in Weyerhaeuser in Q4 2023 and held it in 1 quarter.
Kingswood Wealth Advisors's Weyerhaeuser position peaked at $244K in Q4 2023.
985 funds tracked by Wall St. Rank held Weyerhaeuser as of Q1 2024.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2024, filed 15 Apr 2024.