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Lenox Wealth Management’s Weyerhaeuser WY Stock Holding History

Lenox Wealth 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
2020
Q2 		$1K Buy
+89
New +$1.8K ﹤0.01% 715
2020
Q1 		– Sell
-351
Closed -$11K – 779
2019
Q4 		$11K Buy
351
+4
+1% +$116 ﹤0.01% 437
2019
Q3 		$9K Hold
347
– – ﹤0.01% 467
2019
Q2 		$9K Sell
347
-453
-57% -$11.5K ﹤0.01% 448
2019
Q1 		$21K Buy
+800
New +$20.2K 0.01% 348

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
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Lenox Wealth Management's WY Position: Q2 2020 in Review

Lenox Wealth Management opened a new position in Weyerhaeuser (WY) in Q2 2020: 89 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #715 among its holdings. This is a return to the name: Lenox Wealth Management previously reported a position in WY as recently as Q4 2019.

Lenox Wealth Management first reported a position in WY in Q1 2019 and has held it in 5 quarters since. The position peaked at $21K in Q1 2019. 790 funds tracked by Wall St. Rank hold WY as of Q2 2020.

  • Lenox Wealth Management held 89 shares of Weyerhaeuser worth $1K as of Q2 2020.
  • Weyerhaeuser was a new Lenox Wealth Management position in Q2 2020.
  • Weyerhaeuser made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #715 holding.
  • Lenox Wealth Management first reported a position in Weyerhaeuser in Q1 2019 and has held it in 5 quarters since.
  • Lenox Wealth Management's Weyerhaeuser position peaked at $21K in Q1 2019.
  • 790 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.