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MWM
MinichMacGregor Wealth Management’s
Weyerhaeuser
WY
Stock Holding History
MinichMacGregor 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
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
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27.45%
1-Year Est. Return
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$5.72T AUM
30.48%
1-Year Est. Return
T. Rowe Price Associates
Baltimore, Maryland
$865B AUM
30.76%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
JP Morgan Chase
New York
$1.56T AUM
27.86%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Norges Bank
Oslo, Norway
$935B AUM
First Eagle Investment Management
New York
$59B AUM
32.99%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
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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