LWAM
WY icon

Legacy Wealth Asset Management’s Weyerhaeuser WY Stock Holding History

Legacy Wealth Asset Management’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
2025
Q1 		– Sell
-8,712
Closed -$245K – 368
2024
Q4 		$245K Sell
8,712
-84
-1% -$2.62K 0.07% 327
2024
Q3 		$298K Sell
8,796
-9,229
-51% -$284K 0.08% 307
2024
Q2 		$512K Buy
18,025
+646
+4% +$20K 0.14% 224
2024
Q1 		$624K Buy
17,379
+192
+1% +$6.5K 0.17% 181
2023
Q4 		$598K Buy
17,187
+193
+1% +$6.01K 0.2% 172
2023
Q3 		$521K Buy
16,994
+23
+0.1% +$757 0.19% 187
2023
Q2 		$569K Buy
16,971
+341
+2% +$10.3K 0.2% 177
2023
Q1 		$501K Sell
16,630
-266
-2% -$8.38K 0.18% 191
2022
Q4 		$524K Sell
16,896
-81
-0.5% -$2.51K 0.2% 170
2022
Q3 		$485K Buy
16,977
+306
+2% +$10.4K 0.21% 166
2022
Q2 		$552K Sell
16,671
-545
-3% -$20.8K 0.22% 161
2022
Q1 		$652K Buy
17,216
+122
+0.7% +$4.84K 0.23% 162
2021
Q4 		$704K Sell
17,094
-4,670
-21% -$177K 0.24% 153
2021
Q3 		$774K Sell
21,764
-121
-0.6% -$4.24K 0.35% 114
2021
Q2 		$753K Sell
21,885
-215
-1% -$7.98K 0.33% 126
2021
Q1 		$787K Buy
22,100
+168
+0.8% +$5.72K 0.36% 101
2020
Q4 		$735K Buy
+21,932
New +$660K 0.37% 98

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Legacy Wealth Asset Management's WY Position: Q1 2025 in Review

Legacy Wealth Asset Management sold out of Weyerhaeuser (WY) in Q1 2025, closing a stake of 8,712 shares — an estimated $245K sold.

Legacy Wealth Asset Management first reported a position in WY in Q4 2020 and held it in 17 quarters. The position peaked at $787K in Q1 2021. 959 funds tracked by Wall St. Rank hold WY as of Q1 2025.

  • Legacy Wealth Asset Management reported no remaining Weyerhaeuser position as of Q1 2025 after selling out during the quarter.
  • Legacy Wealth Asset Management sold 8,712 Weyerhaeuser shares in Q1 2025, an estimated $245K.
  • Legacy Wealth Asset Management first reported a position in Weyerhaeuser in Q4 2020 and held it in 17 quarters.
  • Legacy Wealth Asset Management's Weyerhaeuser position peaked at $787K in Q1 2021.
  • 959 funds tracked by Wall St. Rank held Weyerhaeuser as of Q1 2025.

Based on Legacy Wealth Asset Management's 13F filing for Q1 2025, filed 9 Apr 2025.