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Legacy Financial Advisors’s Weyerhaeuser WY Stock Holding History

Legacy Financial 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
2020
Q3 		– Sell
-12,023
Closed -$270K – 139
2020
Q2 		$270K Buy
12,023
+33
+0.3% +$668 0.1% 42
2020
Q1 		$262K Buy
11,990
+85
+0.7% +$2.24K 0.1% 52
2019
Q4 		$360K Hold
11,905
– – 0.11% 85
2019
Q3 		$330K Hold
11,905
– – 0.11% 86
2019
Q2 		$314K Buy
11,905
+338
+3% +$8.59K 0.11% 85
2019
Q1 		$305K Sell
11,567
-29
-0.3% -$731 0.1% 86
2018
Q4 		$253K Buy
11,596
+231
+2% +$6.15K 0.1% 89
2018
Q3 		$366K Buy
11,365
+9,600
+544% +$333K 0.13% 62
2018
Q2 		$64K Buy
1,765
+12
+0.7% +$439 0.02% 218
2018
Q1 		$62K Hold
1,753
– – 0.02% 218
2017
Q4 		$61K Buy
+1,753
New +$62K 0.03% 216

Other funds holding WY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Legacy Financial Advisors's WY Position: Q3 2020 in Review

Legacy Financial Advisors sold out of Weyerhaeuser (WY) in Q3 2020, closing a stake of 12,023 shares — an estimated $270K sold.

Legacy Financial Advisors first reported a position in WY in Q4 2017 and held it in 11 quarters. The position peaked at $366K in Q3 2018. 820 funds tracked by Wall St. Rank hold WY as of Q3 2020.

  • Legacy Financial Advisors reported no remaining Weyerhaeuser position as of Q3 2020 after selling out during the quarter.
  • Legacy Financial Advisors sold 12,023 Weyerhaeuser shares in Q3 2020, an estimated $270K.
  • Legacy Financial Advisors first reported a position in Weyerhaeuser in Q4 2017 and held it in 11 quarters.
  • Legacy Financial Advisors's Weyerhaeuser position peaked at $366K in Q3 2018.
  • 820 funds tracked by Wall St. Rank held Weyerhaeuser as of Q3 2020.

Based on Legacy Financial Advisors's 13F filing for Q3 2020, filed 9 Nov 2020.