ML&R Wealth Management’s Weyerhaeuser WY Stock Holding History

ML&R 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 Q3	–	Sell	-75,500	Closed	-$2.53M	–	94
2023 Q2	$2.53M	Buy	+75,500	New	+$2.27M	0.56%	27

Other funds holding WY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

ML&R Wealth Management's WY Position: Q3 2023 in Review

ML&R Wealth Management sold out of Weyerhaeuser (WY) in Q3 2023, closing a stake of 75,500 shares — an estimated $2.53M sold.

ML&R Wealth Management first reported a position in WY in Q2 2023 and held it in 1 quarter. The position peaked at $2.53M in Q2 2023. 962 funds tracked by Wall St. Rank hold WY as of Q3 2023.

ML&R Wealth Management reported no remaining Weyerhaeuser position as of Q3 2023 after selling out during the quarter.
ML&R Wealth Management sold 75,500 Weyerhaeuser shares in Q3 2023, an estimated $2.53M.
ML&R Wealth Management first reported a position in Weyerhaeuser in Q2 2023 and held it in 1 quarter.
ML&R Wealth Management's Weyerhaeuser position peaked at $2.53M in Q2 2023.
962 funds tracked by Wall St. Rank held Weyerhaeuser as of Q3 2023.

Based on ML&R Wealth Management's 13F filing for Q3 2023, filed 2 Nov 2023.