MinichMacGregor Wealth Management’s Weyerhaeuser WY Stock Holding History

MinichMacGregor 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 Q1	–	Sell	-198	Closed	-$6.14K	–	666
2022 Q4	$6.14K	Buy	+198	New	+$6.14K	﹤0.01%	463
2019 Q1	–	Sell	-85,980	Closed	-$2.93M	–	118
2018 Q4	$2.93M	Buy	85,980 +85,782	+43,324%	+$2.28M	2%	12
2018 Q3	$6K	Hold	198	–	–	﹤0.01%	377
2018 Q2	$7K	Hold	198	–	–	0.01%	353
2018 Q1	$6K	Hold	198	–	–	﹤0.01%	362
2017 Q4	$6K	Hold	198	–	–	﹤0.01%	359
2017 Q3	$6K	Hold	198	–	–	0.01%	338
2017 Q2	$6K	Hold	198	–	–	0.01%	342
2017 Q1	$6K	Hold	198	–	–	0.01%	337
2016 Q4	$5K	Hold	198	–	–	﹤0.01%	343
2016 Q3	$6K	Hold	198	–	–	0.01%	330
2016 Q2	$5K	Hold	198	–	–	﹤0.01%	328
2016 Q1	$6K	Buy	+198	New	+$5.29K	0.01%	303

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

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

Norges Bank Oslo, Norway $1T AUM

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

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

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

MinichMacGregor Wealth Management's WY Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Weyerhaeuser (WY) in Q1 2023, closing a stake of 198 shares — an estimated $6.14K sold.

MinichMacGregor Wealth Management first reported a position in WY in Q1 2016 and held it in 13 quarters. The position peaked at $2.93M in Q4 2018. 948 funds tracked by Wall St. Rank hold WY as of Q1 2023.

MinichMacGregor Wealth Management reported no remaining Weyerhaeuser position as of Q1 2023 after selling out during the quarter.
MinichMacGregor Wealth Management sold 198 Weyerhaeuser shares in Q1 2023, an estimated $6.14K.
MinichMacGregor Wealth Management first reported a position in Weyerhaeuser in Q1 2016 and held it in 13 quarters.
MinichMacGregor Wealth Management's Weyerhaeuser position peaked at $2.93M in Q4 2018.
948 funds tracked by Wall St. Rank held Weyerhaeuser as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.