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Level Financial Advisors’s Weyerhaeuser WY Stock Holding History

Level 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
2024
Q1 		– Sell
-126
Closed -$4.38K – 262
2023
Q4 		$4.38K Hold
126
– – ﹤0.01% 219
2023
Q3 		$3.86K Hold
126
– – ﹤0.01% 228
2023
Q2 		$4.22K Hold
126
– – ﹤0.01% 225
2023
Q1 		$3.8K Hold
126
– – ﹤0.01% 201
2022
Q4 		$4K Hold
126
– – ﹤0.01% 205
2022
Q3 		$4K Hold
126
– – ﹤0.01% 207
2022
Q2 		$4K Hold
126
– – ﹤0.01% 230
2022
Q1 		$5K Sell
126
-100
-44% -$3.96K ﹤0.01% 188
2021
Q4 		$9K Buy
+226
New +$8.58K 0.01% 179

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Level Financial Advisors's WY Position: Q1 2024 in Review

Level Financial Advisors sold out of Weyerhaeuser (WY) in Q1 2024, closing a stake of 126 shares — an estimated $4.38K sold.

Level Financial Advisors first reported a position in WY in Q4 2021 and held it in 9 quarters. The position peaked at $9K in Q4 2021. 985 funds tracked by Wall St. Rank hold WY as of Q1 2024.

  • Level Financial Advisors reported no remaining Weyerhaeuser position as of Q1 2024 after selling out during the quarter.
  • Level Financial Advisors sold 126 Weyerhaeuser shares in Q1 2024, an estimated $4.38K.
  • Level Financial Advisors first reported a position in Weyerhaeuser in Q4 2021 and held it in 9 quarters.
  • Level Financial Advisors's Weyerhaeuser position peaked at $9K in Q4 2021.
  • 985 funds tracked by Wall St. Rank held Weyerhaeuser as of Q1 2024.

Based on Level Financial Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.