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Lee Financial’s Weyerhaeuser WY Stock Holding History

Lee Financial’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
-125
Closed -$4.35K – 827
2023
Q4 		$4.35K Sell
125
-37
-23% -$1.15K ﹤0.01% 573
2023
Q3 		$4.97K Sell
162
-1
-0.6% -$33 ﹤0.01% 522
2023
Q2 		$5.45K Sell
163
-1,936
-92% -$58.3K ﹤0.01% 492
2023
Q1 		$63.2K Sell
2,099
-118
-5% -$3.72K 0.01% 215
2022
Q4 		$68.7K Sell
2,217
-199
-8% -$6.17K 0.01% 227
2022
Q3 		$69K Buy
2,416
+62
+3% +$2.11K 0.01% 224
2022
Q2 		$78K Buy
2,354
+1,893
+411% +$72.2K 0.01% 208
2022
Q1 		$17K Buy
461
+141
+44% +$5.59K ﹤0.01% 371
2021
Q4 		$14K Hold
320
– – ﹤0.01% 436
2021
Q3 		$12K Hold
320
– – ﹤0.01% 405
2021
Q2 		$11K Hold
320
– – ﹤0.01% 400
2021
Q1 		$11K Buy
+320
New +$10.9K ﹤0.01% 382

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Lee Financial's WY Position: Q1 2024 in Review

Lee Financial sold out of Weyerhaeuser (WY) in Q1 2024, closing a stake of 125 shares — an estimated $4.35K sold.

Lee Financial first reported a position in WY in Q1 2021 and held it in 12 quarters. The position peaked at $78K in Q2 2022. 985 funds tracked by Wall St. Rank hold WY as of Q1 2024.

  • Lee Financial reported no remaining Weyerhaeuser position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 125 Weyerhaeuser shares in Q1 2024, an estimated $4.35K.
  • Lee Financial first reported a position in Weyerhaeuser in Q1 2021 and held it in 12 quarters.
  • Lee Financial's Weyerhaeuser position peaked at $78K in Q2 2022.
  • 985 funds tracked by Wall St. Rank held Weyerhaeuser as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.