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Liberty Wealth Management’s Weyerhaeuser WY Stock Holding History

Liberty 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
2021
Q4 		– Sell
-1,730
Closed -$62K – 1116
2021
Q3 		$62K Buy
1,730
+32
+2% +$1.12K 0.02% 381
2021
Q2 		$58K Sell
1,698
-49
-3% -$1.82K 0.02% 293
2021
Q1 		$55K Hold
1,747
– – 0.03% 267
2020
Q4 		$55K Sell
1,747
-91
-5% -$2.74K 0.03% 265
2020
Q3 		$52K Sell
1,838
-36
-2% -$989 0.03% 231
2020
Q2 		$42K Buy
1,874
+124
+7% +$2.51K 0.03% 250
2020
Q1 		$30K Sell
1,750
-301
-15% -$7.92K 0.03% 288
2019
Q4 		$62K Sell
2,051
-78
-4% -$2.26K 0.05% 217
2019
Q3 		$59K Sell
2,129
-1,952
-48% -$50.9K 0.06% 207
2019
Q2 		$108K Buy
4,081
+1,668
+69% +$42.4K 0.09% 156
2019
Q1 		$63K Buy
2,413
+195
+9% +$4.91K 0.05% 179
2018
Q4 		$48K Buy
+2,218
New +$59.1K 0.04% 193

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Liberty Wealth Management's WY Position: Q4 2021 in Review

Liberty Wealth Management sold out of Weyerhaeuser (WY) in Q4 2021, closing a stake of 1,730 shares — an estimated $62K sold.

Liberty Wealth Management first reported a position in WY in Q4 2018 and held it in 12 quarters. The position peaked at $108K in Q2 2019. 1,004 funds tracked by Wall St. Rank hold WY as of Q4 2021.

  • Liberty Wealth Management reported no remaining Weyerhaeuser position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 1,730 Weyerhaeuser shares in Q4 2021, an estimated $62K.
  • Liberty Wealth Management first reported a position in Weyerhaeuser in Q4 2018 and held it in 12 quarters.
  • Liberty Wealth Management's Weyerhaeuser position peaked at $108K in Q2 2019.
  • 1,004 funds tracked by Wall St. Rank held Weyerhaeuser as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.