Lountzis Asset Management’s Weyerhaeuser WY Stock Holding History

Lountzis Asset 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	-244	Closed	-$8.68K	–	94
2021 Q3	$8.68K	Hold	244	–	–	0.01%	76
2021 Q2	$8K	Hold	244	–	–	﹤0.01%	76
2021 Q1	$8.69K	Hold	244	–	–	0.01%	74
2020 Q4	$8K	Hold	244	–	–	0.01%	74
2020 Q3	$7K	Hold	244	–	–	0.01%	64
2020 Q2	$5K	Buy	+244	New	+$4.94K	﹤0.01%	67

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Lountzis Asset Management's WY Position: Q4 2021 in Review

Lountzis Asset Management sold out of Weyerhaeuser (WY) in Q4 2021, closing a stake of 244 shares — an estimated $8.68K sold.

Lountzis Asset Management first reported a position in WY in Q2 2020 and held it in 6 quarters. The position peaked at $8.69K in Q1 2021. 1,004 funds tracked by Wall St. Rank hold WY as of Q4 2021.

Lountzis Asset Management reported no remaining Weyerhaeuser position as of Q4 2021 after selling out during the quarter.
Lountzis Asset Management sold 244 Weyerhaeuser shares in Q4 2021, an estimated $8.68K.
Lountzis Asset Management first reported a position in Weyerhaeuser in Q2 2020 and held it in 6 quarters.
Lountzis Asset Management's Weyerhaeuser position peaked at $8.69K in Q1 2021.
1,004 funds tracked by Wall St. Rank held Weyerhaeuser as of Q4 2021.

Based on Lountzis Asset Management's 13F filing for Q4 2021, filed 26 Jan 2022.