Mascoma Wealth Management’s Weyerhaeuser WY Stock Holding History

Mascoma 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
2023 Q2	–	Sell	-51	Closed	-$1.52K	–	595
2023 Q1	$1.52K	Hold	51	–	–	﹤0.01%	551
2022 Q4	$1.58K	Hold	51	–	–	﹤0.01%	571
2022 Q3	$1K	Hold	51	–	–	﹤0.01%	593
2022 Q2	$2K	Hold	51	–	–	﹤0.01%	575
2022 Q1	$2K	Hold	51	–	–	﹤0.01%	562
2021 Q4	$2K	Sell	51 -1,400	-96%	-$53.2K	﹤0.01%	504
2021 Q3	$52K	Buy	+1,451	New	+$50.8K	0.02%	204
2021 Q2	–	Sell	-1,400	Closed	-$50K	–	434
2021 Q1	$50K	Buy	+1,400	New	+$47.7K	0.02%	207
2019 Q2	–	Sell	-65	Closed	-$2K	–	416
2019 Q1	$2K	Buy	+65	New	+$1.64K	﹤0.01%	362
2017 Q2	–	Sell	-480	Closed	-$16K	–	449
2017 Q1	$16K	Hold	480	–	–	0.01%	234
2016 Q4	$14K	Buy	+480	New	+$14.8K	0.01%	248

Other funds holding WY

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Mascoma Wealth Management's WY Position: Q2 2023 in Review

Mascoma Wealth Management sold out of Weyerhaeuser (WY) in Q2 2023, closing a stake of 51 shares — an estimated $1.52K sold.

Mascoma Wealth Management first reported a position in WY in Q4 2016 and held it in 11 quarters. The position peaked at $52K in Q3 2021. 961 funds tracked by Wall St. Rank hold WY as of Q2 2023.

Mascoma Wealth Management reported no remaining Weyerhaeuser position as of Q2 2023 after selling out during the quarter.
Mascoma Wealth Management sold 51 Weyerhaeuser shares in Q2 2023, an estimated $1.52K.
Mascoma Wealth Management first reported a position in Weyerhaeuser in Q4 2016 and held it in 11 quarters.
Mascoma Wealth Management's Weyerhaeuser position peaked at $52K in Q3 2021.
961 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2023.

Based on Mascoma Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.