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Mayflower Financial Advisors’s Weyerhaeuser WY Stock Holding History

Mayflower Financial Advisors’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
2025
Q3 		– Sell
-9,095
Closed -$234K – 416
2025
Q2 		$234K Buy
9,095
+373
+4% +$9.76K 0.03% 369
2025
Q1 		$255K Sell
8,722
-860
-9% -$25.6K 0.04% 331
2024
Q4 		$270K Sell
9,582
-44
-0.5% -$1.37K 0.04% 312
2024
Q3 		$326K Buy
9,626
+100
+1% +$3.07K 0.05% 280
2024
Q2 		$270K Sell
9,526
-682
-7% -$21.1K 0.04% 294
2024
Q1 		$367K Sell
10,208
-864
-8% -$29.2K 0.06% 253
2023
Q4 		$385K Sell
11,072
-404
-4% -$12.6K 0.05% 229
2023
Q3 		$352K Buy
11,476
+61
+0.5% +$2.01K 0.05% 232
2023
Q2 		$383K Sell
11,415
-1,131
-9% -$34K 0.05% 245
2023
Q1 		$378K Buy
12,546
+198
+2% +$6.24K 0.05% 242
2022
Q4 		$383K Buy
12,348
+59
+0.5% +$1.83K 0.05% 233
2022
Q3 		$351K Buy
12,289
+4
+0% +$136 0.06% 233
2022
Q2 		$407K Buy
12,285
+36
+0.3% +$1.37K 0.06% 216
2022
Q1 		$464K Sell
12,249
-145
-1% -$5.75K 0.06% 209
2021
Q4 		$510K Buy
12,394
+120
+1% +$4.56K 0.07% 194
2021
Q3 		$451K Buy
12,274
+4
+0% +$140 0.06% 203
2021
Q2 		$422K Buy
12,270
+2,166
+21% +$80.4K 0.06% 192
2021
Q1 		$360K Buy
10,104
+100
+1% +$3.4K 0.05% 204
2020
Q4 		$335K Buy
+10,004
New +$301K 0.06% 190

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Mayflower Financial Advisors's WY Position: Q3 2025 in Review

Mayflower Financial Advisors sold out of Weyerhaeuser (WY) in Q3 2025, closing a stake of 9,095 shares — an estimated $234K sold.

Mayflower Financial Advisors first reported a position in WY in Q4 2020 and held it in 19 quarters. The position peaked at $510K in Q4 2021. 850 funds tracked by Wall St. Rank hold WY as of Q3 2025.

  • Mayflower Financial Advisors reported no remaining Weyerhaeuser position as of Q3 2025 after selling out during the quarter.
  • Mayflower Financial Advisors sold 9,095 Weyerhaeuser shares in Q3 2025, an estimated $234K.
  • Mayflower Financial Advisors first reported a position in Weyerhaeuser in Q4 2020 and held it in 19 quarters.
  • Mayflower Financial Advisors's Weyerhaeuser position peaked at $510K in Q4 2021.
  • 850 funds tracked by Wall St. Rank held Weyerhaeuser as of Q3 2025.

Based on Mayflower Financial Advisors's 13F filing for Q3 2025, filed 17 Oct 2025.