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Laurel Wealth Advisors (California)’s Weyerhaeuser WY Stock Holding History

Laurel Wealth Advisors (California)’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
2022
Q4 		$242K Hold
7,797
– – 0.02% 573
2022
Q3 		$223K Buy
7,797
+200
+3% +$6.81K 0.02% 579
2022
Q2 		$251K Hold
7,597
– – 0.03% 556
2022
Q1 		$288K Sell
7,597
-43
-0.6% -$1.71K 0.02% 600
2021
Q4 		$314K Buy
7,640
+19
+0.2% +$721 0.02% 604
2021
Q3 		$271K Sell
7,621
-371
-5% -$13K 0.05% 362
2021
Q2 		$275K Buy
7,992
+72
+0.9% +$2.67K 0.04% 419
2021
Q1 		$282K Sell
7,920
-503
-6% -$17.1K 0.04% 370
2020
Q4 		$282K Hold
8,423
– – 0.04% 350
2020
Q3 		$240K Sell
8,423
-1,927
-19% -$52.9K 0.04% 348
2020
Q2 		$232K Sell
10,350
-29,075
-74% -$588K 0.04% 346
2020
Q1 		$669K Sell
39,425
-287
-0.7% -$7.55K 0.15% 157
2019
Q4 		$1.2M Sell
39,712
-4,656
-10% -$135K 0.2% 137
2019
Q3 		$1.23M Buy
44,368
+4,154
+10% +$108K 0.21% 129
2019
Q2 		$1.06M Sell
40,214
-167
-0.4% -$4.25K 0.23% 116
2019
Q1 		$1.06M Buy
40,381
+341
+0.9% +$8.59K 0.26% 104
2018
Q4 		$875K Sell
40,040
-3,505
-8% -$93.4K 0.26% 102
2018
Q3 		$1.41M Sell
43,545
-703
-2% -$24.4K 0.34% 77
2018
Q2 		$1.61M Sell
44,248
-18,623
-30% -$681K 0.43% 62
2018
Q1 		$2.2M Buy
62,871
+8,209
+15% +$290K 0.68% 33
2017
Q4 		$1.93M Buy
54,662
+13,456
+33% +$476K 0.55% 45
2017
Q3 		$1.4M Buy
41,206
+1,819
+5% +$59.7K 0.47% 63
2017
Q2 		$1.32M Buy
39,387
+276
+0.7% +$9.29K 0.47% 63
2017
Q1 		$1.33M Buy
39,111
+2,483
+7% +$80.8K 0.51% 58
2016
Q4 		$1.1M Buy
+36,628
New +$1.13M 0.49% 62

Other funds holding WY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Laurel Wealth Advisors (California)'s WY Position: Q4 2022 in Review

Laurel Wealth Advisors (California) held its Weyerhaeuser (WY) position steady in Q4 2022 at 7,797 shares worth $242K. The position accounts for 0.02% of the portfolio, ranked #573.

Laurel Wealth Advisors (California) first reported a position in WY in Q4 2016 and has held it in 25 quarters since. The position peaked at $2.2M in Q1 2018. 959 funds tracked by Wall St. Rank hold WY as of Q4 2022.

  • Laurel Wealth Advisors (California) held 7,797 shares of Weyerhaeuser worth $242K as of Q4 2022.
  • Laurel Wealth Advisors (California) left its Weyerhaeuser share count unchanged in Q4 2022.
  • Weyerhaeuser made up 0.02% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #573 holding.
  • Laurel Wealth Advisors (California) first reported a position in Weyerhaeuser in Q4 2016 and has held it in 25 quarters since.
  • Laurel Wealth Advisors (California)'s Weyerhaeuser position peaked at $2.2M in Q1 2018.
  • 959 funds tracked by Wall St. Rank held Weyerhaeuser as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.