Moneta Group Investment Advisors’s Weyerhaeuser WY Stock Holding History

Moneta Group Investment 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
2020 Q1	–	Sell	-7,384	Closed	-$223K	–	298
2019 Q4	$223K	Buy	+7,384	New	+$214K	0.02%	228
2019 Q2	–	Sell	-9,757	Closed	-$257K	–	281
2019 Q1	$257K	Buy	+9,757	New	+$246K	0.03%	186
2018 Q4	–	Sell	-7,900	Closed	-$255K	–	256
2018 Q3	$255K	Sell	7,900 -3,126	-28%	-$109K	0.03%	194
2018 Q2	$402K	Buy	11,026 +3,826	+53%	+$140K	0.04%	192
2018 Q1	$252K	Sell	7,200 -10	-0.1%	-$353	0.03%	175
2017 Q4	$254K	Hold	7,210	–	–	0.04%	169
2017 Q3	$245K	Buy	7,210 +10	+0.1%	+$328	0.04%	175
2017 Q2	$241K	Hold	7,200	–	–	0.04%	166
2017 Q1	$245K	Hold	7,200	–	–	0.05%	135
2016 Q4	$217K	Hold	7,200	–	–	0.04%	158
2016 Q3	$230K	Sell	7,200 -160	-2%	-$5.06K	0.05%	128
2016 Q2	$219K	Hold	7,360	–	–	0.05%	150
2016 Q1	$228K	Buy	+7,360	New	+$197K	0.05%	142
2015 Q4	–	Sell	-970	Closed	-$27K	–	428
2015 Q3	$27K	Buy	+970	New	+$28.6K	0.01%	289

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Moneta Group Investment Advisors's WY Position: Q1 2020 in Review

Moneta Group Investment Advisors sold out of Weyerhaeuser (WY) in Q1 2020, closing a stake of 7,384 shares — an estimated $223K sold.

Moneta Group Investment Advisors first reported a position in WY in Q3 2015 and held it in 14 quarters. The position peaked at $402K in Q2 2018. 821 funds tracked by Wall St. Rank hold WY as of Q1 2020.

Moneta Group Investment Advisors reported no remaining Weyerhaeuser position as of Q1 2020 after selling out during the quarter.
Moneta Group Investment Advisors sold 7,384 Weyerhaeuser shares in Q1 2020, an estimated $223K.
Moneta Group Investment Advisors first reported a position in Weyerhaeuser in Q3 2015 and held it in 14 quarters.
Moneta Group Investment Advisors's Weyerhaeuser position peaked at $402K in Q2 2018.
821 funds tracked by Wall St. Rank held Weyerhaeuser as of Q1 2020.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2020, filed 13 May 2020.