Legacy Financial Group (Iowa)’s Weyerhaeuser WY Stock Holding History

Legacy Financial Group (Iowa)’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
2023 Q4	–	Sell	-91	Closed	-$2.79K	–	519
2023 Q3	$2.79K	Buy	+91	New	+$3K	﹤0.01%	439

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

Norges Bank Oslo, Norway $935B AUM

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

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Legacy Financial Group (Iowa)'s WY Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of Weyerhaeuser (WY) in Q4 2023, closing a stake of 91 shares — an estimated $2.79K sold.

Legacy Financial Group (Iowa) first reported a position in WY in Q3 2023 and held it in 1 quarter. The position peaked at $2.79K in Q3 2023. 993 funds tracked by Wall St. Rank hold WY as of Q4 2023.

Legacy Financial Group (Iowa) reported no remaining Weyerhaeuser position as of Q4 2023 after selling out during the quarter.
Legacy Financial Group (Iowa) sold 91 Weyerhaeuser shares in Q4 2023, an estimated $2.79K.
Legacy Financial Group (Iowa) first reported a position in Weyerhaeuser in Q3 2023 and held it in 1 quarter.
Legacy Financial Group (Iowa)'s Weyerhaeuser position peaked at $2.79K in Q3 2023.
993 funds tracked by Wall St. Rank held Weyerhaeuser as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.