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MWM
Mascoma Wealth Management’s
Weyerhaeuser
WY
Stock Holding History
Mascoma Wealth Management’s Portfolio
WY Stock Details
WY Fund Activity
Bought
Maintained
Sold
Shares
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
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$2.9T AUM
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1-Year Est. Return
JP Morgan Chase
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$1.56T AUM
27.86%
1-Year Est. Return
Norges Bank
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$935B AUM
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$1.61T AUM
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1-Year Est. Return
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$535B AUM
26.23%
1-Year Est. Return
First Eagle Investment Management
New York
$59B AUM
32.99%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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