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McGlone Suttner Wealth Management’s Weyerhaeuser WY Stock Holding History

McGlone Suttner 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
Q1 		– Sell
-87
Closed -$3.02K – 784
2023
Q4 		$3.02K Buy
+87
New +$2.71K ﹤0.01% 636

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

McGlone Suttner Wealth Management's WY Position: Q1 2024 in Review

McGlone Suttner Wealth Management sold out of Weyerhaeuser (WY) in Q1 2024, closing a stake of 87 shares — an estimated $3.02K sold.

McGlone Suttner Wealth Management first reported a position in WY in Q4 2023 and held it in 1 quarter. The position peaked at $3.02K in Q4 2023. 985 funds tracked by Wall St. Rank hold WY as of Q1 2024.

  • McGlone Suttner Wealth Management reported no remaining Weyerhaeuser position as of Q1 2024 after selling out during the quarter.
  • McGlone Suttner Wealth Management sold 87 Weyerhaeuser shares in Q1 2024, an estimated $3.02K.
  • McGlone Suttner Wealth Management first reported a position in Weyerhaeuser in Q4 2023 and held it in 1 quarter.
  • McGlone Suttner Wealth Management's Weyerhaeuser position peaked at $3.02K in Q4 2023.
  • 985 funds tracked by Wall St. Rank held Weyerhaeuser as of Q1 2024.

Based on McGlone Suttner Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.