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Lyell Wealth Management’s Weyerhaeuser WY Stock Holding History

Lyell 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
2024
Q4 		– Sell
-6,812
Closed -$231K – 209
2024
Q3 		$231K Buy
+6,812
New +$209K 0.02% 194
2024
Q2 		– Sell
-6,913
Closed -$248K – 206
2024
Q1 		$248K Buy
6,913
+101
+1% +$3.42K 0.03% 182
2023
Q4 		$237K Sell
6,812
-625
-8% -$19.4K 0.03% 176
2023
Q3 		$228K Hold
7,437
– – 0.03% 170
2023
Q2 		$249K Sell
7,437
-125
-2% -$3.76K 0.03% 166
2023
Q1 		$228K Sell
7,562
-1,555
-17% -$49K 0.03% 185
2022
Q4 		$283K Sell
9,117
-2,204
-19% -$68.3K 0.04% 166
2022
Q3 		$323K Sell
11,321
-1,938
-15% -$66K 0.06% 156
2022
Q2 		$439K Buy
13,259
+30
+0.2% +$1.14K 0.07% 137
2022
Q1 		$501K Buy
13,229
+65
+0.5% +$2.58K 0.06% 136
2021
Q4 		$542K Hold
13,164
– – 0.06% 129
2021
Q3 		$468K Sell
13,164
-20
-0.2% -$701 0.06% 133
2021
Q2 		$454K Buy
+13,184
New +$489K 0.06% 142
2018
Q4 		– Sell
-36,285
Closed -$1.17M – 120
2018
Q3 		$1.17M Sell
36,285
-8,950
-20% -$311K 0.39% 65
2018
Q2 		$1.65M Buy
45,235
+1,238
+3% +$45.3K 0.6% 58
2018
Q1 		$1.54M Sell
43,997
-2,475
-5% -$87.3K 0.57% 60
2017
Q4 		$1.64M Buy
46,472
+825
+2% +$29.2K 0.65% 57
2017
Q3 		$1.55M Sell
45,647
-1,885
-4% -$61.9K 0.67% 55
2017
Q2 		$1.59M Buy
47,532
+7,500
+19% +$252K 0.77% 51
2017
Q1 		$1.36M Sell
40,032
-12,490
-24% -$406K 0.74% 55
2016
Q4 		$1.58M Buy
+52,522
New +$1.62M 0.98% 47

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

Lyell Wealth Management's WY Position: Q4 2024 in Review

Lyell Wealth Management sold out of Weyerhaeuser (WY) in Q4 2024, closing a stake of 6,812 shares — an estimated $231K sold.

Lyell Wealth Management first reported a position in WY in Q4 2016 and held it in 21 quarters. The position peaked at $1.65M in Q2 2018. 941 funds tracked by Wall St. Rank hold WY as of Q4 2024.

  • Lyell Wealth Management reported no remaining Weyerhaeuser position as of Q4 2024 after selling out during the quarter.
  • Lyell Wealth Management sold 6,812 Weyerhaeuser shares in Q4 2024, an estimated $231K.
  • Lyell Wealth Management first reported a position in Weyerhaeuser in Q4 2016 and held it in 21 quarters.
  • Lyell Wealth Management's Weyerhaeuser position peaked at $1.65M in Q2 2018.
  • 941 funds tracked by Wall St. Rank held Weyerhaeuser as of Q4 2024.

Based on Lyell Wealth Management's 13F filing for Q4 2024, filed 3 Feb 2025.