MPS Loria Financial Planners’s Weyerhaeuser WY Stock Holding History

MPS Loria Financial Planners’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
2021 Q2	–	Sell	-941	Closed	-$33K	–	566
2021 Q1	$33K	Hold	941	–	–	0.02%	198
2020 Q4	$31K	Buy	941 +70	+8%	+$2.11K	0.01%	201
2020 Q3	$25K	Hold	871	–	–	0.01%	185
2020 Q2	$20K	Buy	+871	New	+$17.6K	0.01%	202
2017 Q3	–	Sell	-271	Closed	-$9K	–	347
2017 Q2	$9K	Buy	+271	New	+$9.12K	0.01%	301

Other funds holding WY

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

MPS Loria Financial Planners's WY Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Weyerhaeuser (WY) in Q2 2021, closing a stake of 941 shares — an estimated $33K sold.

MPS Loria Financial Planners first reported a position in WY in Q2 2017 and held it in 5 quarters. The position peaked at $33K in Q1 2021. 921 funds tracked by Wall St. Rank hold WY as of Q2 2021.

MPS Loria Financial Planners reported no remaining Weyerhaeuser position as of Q2 2021 after selling out during the quarter.
MPS Loria Financial Planners sold 941 Weyerhaeuser shares in Q2 2021, an estimated $33K.
MPS Loria Financial Planners first reported a position in Weyerhaeuser in Q2 2017 and held it in 5 quarters.
MPS Loria Financial Planners's Weyerhaeuser position peaked at $33K in Q1 2021.
921 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.