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Lifeworks Advisors’s Weyerhaeuser WY Stock Holding History

Lifeworks 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
2025
Q2 		– Sell
-8,771
Closed -$257K – 332
2025
Q1 		$257K Buy
8,771
+689
+9% +$20.5K 0.04% 260
2024
Q4 		$228K Buy
+8,082
New +$252K 0.04% 275
2024
Q2 		– Sell
-7,378
Closed -$265K – 250
2024
Q1 		$265K Sell
7,378
-492
-6% -$16.7K 0.07% 197
2023
Q4 		$274K Sell
7,870
-1,081
-12% -$33.6K 0.09% 166
2023
Q3 		$274K Buy
8,951
+725
+9% +$23.9K 0.11% 158
2023
Q2 		$276K Sell
8,226
-27,938
-77% -$841K 0.12% 133
2023
Q1 		$1.09M Buy
36,164
+3,912
+12% +$123K 0.51% 71
2022
Q4 		$1,000K Buy
32,252
+1,046
+3% +$32.4K 0.56% 62
2022
Q3 		$965K Buy
+31,206
New +$1.06M 0.55% 63

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Lifeworks Advisors's WY Position: Q2 2025 in Review

Lifeworks Advisors sold out of Weyerhaeuser (WY) in Q2 2025, closing a stake of 8,771 shares — an estimated $257K sold.

Lifeworks Advisors first reported a position in WY in Q3 2022 and held it in 9 quarters. The position peaked at $1.09M in Q1 2023. 897 funds tracked by Wall St. Rank hold WY as of Q2 2025.

  • Lifeworks Advisors reported no remaining Weyerhaeuser position as of Q2 2025 after selling out during the quarter.
  • Lifeworks Advisors sold 8,771 Weyerhaeuser shares in Q2 2025, an estimated $257K.
  • Lifeworks Advisors first reported a position in Weyerhaeuser in Q3 2022 and held it in 9 quarters.
  • Lifeworks Advisors's Weyerhaeuser position peaked at $1.09M in Q1 2023.
  • 897 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2025.

Based on Lifeworks Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.