Lenox Wealth Advisors’s Weyerhaeuser WY Stock Holding History

Lenox Wealth 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
2022 Q1	–	Sell	-42	Closed	-$2K	–	1018
2021 Q4	$2K	Buy	+42	New	+$1.59K	﹤0.01%	773
2021 Q2	–	Sell	-16	Closed	-$1K	–	808
2021 Q1	$1K	Buy	+16	New	+$545	﹤0.01%	659
2020 Q1	–	Sell	-7	Closed	–	–	950
2019 Q4	$0	Buy	+7	New	+$203	﹤0.01%	832

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

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

Norges Bank Oslo, Norway $935B AUM

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lenox Wealth Advisors's WY Position: Q1 2022 in Review

Lenox Wealth Advisors sold out of Weyerhaeuser (WY) in Q1 2022, closing a stake of 42 shares — an estimated $2K sold.

Lenox Wealth Advisors first reported a position in WY in Q4 2019 and held it in 3 quarters. The position peaked at $2K in Q4 2021. 1,018 funds tracked by Wall St. Rank hold WY as of Q1 2022.

Lenox Wealth Advisors reported no remaining Weyerhaeuser position as of Q1 2022 after selling out during the quarter.
Lenox Wealth Advisors sold 42 Weyerhaeuser shares in Q1 2022, an estimated $2K.
Lenox Wealth Advisors first reported a position in Weyerhaeuser in Q4 2019 and held it in 3 quarters.
Lenox Wealth Advisors's Weyerhaeuser position peaked at $2K in Q4 2021.
1,018 funds tracked by Wall St. Rank held Weyerhaeuser as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.