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Money Concepts Capital’s Weyerhaeuser WY Stock Holding History

Money Concepts Capital’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
-1,529
Closed -$47.4K – 2931
2022
Q4 		$47.4K Buy
+1,529
New +$47.4K ﹤0.01% 1267
2022
Q2 		– Sell
-1,123
Closed -$43K – 2638
2022
Q1 		$43K Buy
+1,123
New +$44.5K ﹤0.01% 1300

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Money Concepts Capital's WY Position: Q1 2023 in Review

Money Concepts Capital sold out of Weyerhaeuser (WY) in Q1 2023, closing a stake of 1,529 shares — an estimated $47.4K sold.

Money Concepts Capital first reported a position in WY in Q1 2022 and held it in 2 quarters. The position peaked at $47.4K in Q4 2022. 947 funds tracked by Wall St. Rank hold WY as of Q1 2023.

  • Money Concepts Capital reported no remaining Weyerhaeuser position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 1,529 Weyerhaeuser shares in Q1 2023, an estimated $47.4K.
  • Money Concepts Capital first reported a position in Weyerhaeuser in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's Weyerhaeuser position peaked at $47.4K in Q4 2022.
  • 947 funds tracked by Wall St. Rank held Weyerhaeuser as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.