Montis Financial’s Weyerhaeuser WY Stock Holding History

Montis Financial’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
2022 Q1	–	Sell	-7,375	Closed	-$304K	–	89
2021 Q4	$304K	Buy	+7,375	New	+$280K	0.22%	50

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

Norges Bank Oslo, Norway $935B AUM

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Montis Financial's WY Position: Q1 2022 in Review

Montis Financial sold out of Weyerhaeuser (WY) in Q1 2022, closing a stake of 7,375 shares — an estimated $304K sold.

Montis Financial first reported a position in WY in Q4 2021 and held it in 1 quarter. The position peaked at $304K in Q4 2021. 1,017 funds tracked by Wall St. Rank hold WY as of Q1 2022.

Montis Financial reported no remaining Weyerhaeuser position as of Q1 2022 after selling out during the quarter.
Montis Financial sold 7,375 Weyerhaeuser shares in Q1 2022, an estimated $304K.
Montis Financial first reported a position in Weyerhaeuser in Q4 2021 and held it in 1 quarter.
Montis Financial's Weyerhaeuser position peaked at $304K in Q4 2021.
1,017 funds tracked by Wall St. Rank held Weyerhaeuser as of Q1 2022.

Based on Montis Financial's 13F filing for Q1 2022, filed 2 May 2022.