Level Four Financial’s Weyerhaeuser WY Stock Holding History

Level Four Financial’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
2021 Q3	$223K	Sell	6,262 -27,187	-81%	-$952K	0.1%	258
2021 Q2	$1.15M	Buy	+33,449	New	+$1.24M	0.49%	52

Other funds holding WY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Level Four Financial's WY Position: Q3 2021 in Review

Level Four Financial reduced its Weyerhaeuser (WY) stake by 81% in Q3 2021, selling an estimated $952K and leaving 6,262 shares worth $223K. The position accounts for 0.1% of the portfolio, ranked #258.

Level Four Financial first reported a position in WY in Q2 2021 and has held it in 2 quarters since. The position peaked at $1.15M in Q2 2021. 900 funds tracked by Wall St. Rank hold WY as of Q3 2021.

Level Four Financial held 6,262 shares of Weyerhaeuser worth $223K as of Q3 2021.
Level Four Financial sold 27,187 Weyerhaeuser shares in Q3 2021, an estimated $952K.
Weyerhaeuser made up 0.1% of Level Four Financial's portfolio in Q3 2021, its #258 holding.
Level Four Financial first reported a position in Weyerhaeuser in Q2 2021 and has held it in 2 quarters since.
Level Four Financial's Weyerhaeuser position peaked at $1.15M in Q2 2021.
900 funds tracked by Wall St. Rank held Weyerhaeuser as of Q3 2021.

Based on Level Four Financial's 13F filing for Q3 2021, filed 12 Oct 2021.