Loveless Wealth Management’s Weyerhaeuser WY Stock Holding History

Loveless 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
2022 Q2	$1.82M	Sell	55,109 -100	-0.2%	-$3.81K	1.19%	29
2022 Q1	$2.09M	Sell	55,209 -640	-1%	-$25.4K	1.18%	27
2021 Q4	$2.3M	Sell	55,849 -460	-0.8%	-$17.5K	1.26%	28
2021 Q3	$2M	Sell	56,309 -400	-0.7%	-$14K	1.22%	28
2021 Q2	$1.95M	Hold	56,709	–	–	1.19%	29
2021 Q1	$2.02M	Hold	56,709	–	–	1.33%	26
2020 Q4	$1.9M	Sell	56,709 -515	-0.9%	-$15.5K	1.4%	25
2020 Q3	$1.63M	Hold	57,224	–	–	1.38%	25
2020 Q2	$1.28M	Buy	57,224 +150	+0.3%	+$3.04K	1.2%	29
2020 Q1	$967K	Buy	57,074 +1,290	+2%	+$33.9K	1.14%	32
2019 Q4	$1.64M	Buy	+55,784	New	+$1.62M	1.42%	22

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

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

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

Loveless Wealth Management's WY Position: Q2 2022 in Review

Loveless Wealth Management reduced its Weyerhaeuser (WY) stake by 0.18% in Q2 2022, selling an estimated $3.81K and leaving 55,109 shares worth $1.82M. The position accounts for 1.19% of the portfolio, ranked #29.

Loveless Wealth Management first reported a position in WY in Q4 2019 and has held it in 11 quarters since. The position peaked at $2.3M in Q4 2021. 1,019 funds tracked by Wall St. Rank hold WY as of Q2 2022.

Loveless Wealth Management held 55,109 shares of Weyerhaeuser worth $1.82M as of Q2 2022.
Loveless Wealth Management sold 100 Weyerhaeuser shares in Q2 2022, an estimated $3.81K.
Weyerhaeuser made up 1.19% of Loveless Wealth Management's portfolio in Q2 2022, its #29 holding.
Loveless Wealth Management first reported a position in Weyerhaeuser in Q4 2019 and has held it in 11 quarters since.
Loveless Wealth Management's Weyerhaeuser position peaked at $2.3M in Q4 2021.
1,019 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2022.

Based on Loveless Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.