Mount Yale Investment Advisors’s Weyerhaeuser WY Stock Holding History

Mount Yale 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
2025 Q3	–	Sell	-2,301	Closed	-$59.1K	–	1624
2025 Q2	$59.1K	Buy	+2,301	New	+$60.2K	﹤0.01%	771
2019 Q2	–	Sell	-16,471	Closed	-$434K	–	348
2019 Q1	$434K	Sell	16,471 -147	-0.9%	-$3.7K	0.08%	208
2018 Q4	$422K	Buy	16,618 +14,218	+592%	+$379K	0.09%	211
2018 Q3	$66K	Sell	2,400 -1,810	-43%	-$62.8K	0.01%	554
2018 Q2	$153K	Hold	4,210	–	–	0.03%	348
2018 Q1	$147K	Buy	+4,210	New	+$149K	0.03%	341

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

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

Mount Yale Investment Advisors's WY Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Weyerhaeuser (WY) in Q3 2025, closing a stake of 2,301 shares — an estimated $59.1K sold.

Mount Yale Investment Advisors first reported a position in WY in Q1 2018 and held it in 6 quarters. The position peaked at $434K in Q1 2019. 850 funds tracked by Wall St. Rank hold WY as of Q3 2025.

Mount Yale Investment Advisors reported no remaining Weyerhaeuser position as of Q3 2025 after selling out during the quarter.
Mount Yale Investment Advisors sold 2,301 Weyerhaeuser shares in Q3 2025, an estimated $59.1K.
Mount Yale Investment Advisors first reported a position in Weyerhaeuser in Q1 2018 and held it in 6 quarters.
Mount Yale Investment Advisors's Weyerhaeuser position peaked at $434K in Q1 2019.
850 funds tracked by Wall St. Rank held Weyerhaeuser as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.