Live Oak Private Wealth’s Weyerhaeuser WY Stock Holding History

Live Oak Private Wealth’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
2023 Q1	–	Sell	-6,500	Closed	-$202K	–	173
2022 Q4	$202K	Buy	+6,500	New	+$201K	0.04%	162
2022 Q3	–	Sell	-6,500	Closed	-$215K	–	179
2022 Q2	$215K	Hold	6,500	–	–	0.05%	159
2022 Q1	$246K	Hold	6,500	–	–	0.05%	155
2021 Q4	$268K	Buy	+6,500	New	+$247K	0.05%	162

Other funds holding WY

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Live Oak Private Wealth's WY Position: Q1 2023 in Review

Live Oak Private Wealth sold out of Weyerhaeuser (WY) in Q1 2023, closing a stake of 6,500 shares — an estimated $202K sold.

Live Oak Private Wealth first reported a position in WY in Q4 2021 and held it in 4 quarters. The position peaked at $268K in Q4 2021. 947 funds tracked by Wall St. Rank hold WY as of Q1 2023.

Live Oak Private Wealth reported no remaining Weyerhaeuser position as of Q1 2023 after selling out during the quarter.
Live Oak Private Wealth sold 6,500 Weyerhaeuser shares in Q1 2023, an estimated $202K.
Live Oak Private Wealth first reported a position in Weyerhaeuser in Q4 2021 and held it in 4 quarters.
Live Oak Private Wealth's Weyerhaeuser position peaked at $268K in Q4 2021.
947 funds tracked by Wall St. Rank held Weyerhaeuser as of Q1 2023.

Based on Live Oak Private Wealth's 13F filing for Q1 2023, filed 8 May 2023.