Marcum Wealth’s Weyerhaeuser WY Stock Holding History

Marcum 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
2022 Q2	–	Sell	-5,709	Closed	-$216K	–	422
2022 Q1	$216K	Buy	5,709 +485	+9%	+$19.2K	0.03%	310
2021 Q4	$215K	Buy	+5,224	New	+$198K	0.03%	313

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

Marcum Wealth's WY Position: Q2 2022 in Review

Marcum Wealth sold out of Weyerhaeuser (WY) in Q2 2022, closing a stake of 5,709 shares — an estimated $216K sold.

Marcum Wealth first reported a position in WY in Q4 2021 and held it in 2 quarters. The position peaked at $216K in Q1 2022. 1,019 funds tracked by Wall St. Rank hold WY as of Q2 2022.

Marcum Wealth reported no remaining Weyerhaeuser position as of Q2 2022 after selling out during the quarter.
Marcum Wealth sold 5,709 Weyerhaeuser shares in Q2 2022, an estimated $216K.
Marcum Wealth first reported a position in Weyerhaeuser in Q4 2021 and held it in 2 quarters.
Marcum Wealth's Weyerhaeuser position peaked at $216K in Q1 2022.
1,019 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2022.

Based on Marcum Wealth's 13F filing for Q2 2022, filed 14 Jul 2022.