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New England Private Wealth Advisors’s Weyerhaeuser WY Stock Holding History

New England Private Wealth 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
2019
Q4 		– Sell
-11,162
Closed -$309K – 164
2019
Q3 		$309K Buy
11,162
+62
+0.6% +$1.62K 0.08% 113
2019
Q2 		$292K Buy
11,100
+66
+0.6% +$1.68K 0.07% 118
2019
Q1 		$290K Buy
11,034
+66
+0.6% +$1.66K 0.08% 116
2018
Q4 		$240K Sell
10,968
-2,277
-17% -$60.6K 0.07% 120
2018
Q3 		$427K Hold
13,245
– – 0.11% 98
2018
Q2 		$482K Buy
13,245
+45
+0.3% +$1.65K 0.14% 88
2018
Q1 		$462K Buy
13,200
+46
+0.3% +$1.62K 0.13% 92
2017
Q4 		$463K Buy
13,154
+44
+0.3% +$1.56K 0.13% 90
2017
Q3 		$447K Sell
13,110
-82
-0.6% -$2.69K 0.13% 87
2017
Q2 		$443K Buy
13,192
+2,567
+24% +$86.4K 0.14% 88
2017
Q1 		$360K Buy
10,625
+42
+0.4% +$1.37K 0.12% 92
2016
Q4 		$318K Buy
10,583
+45
+0.4% +$1.39K 0.11% 94
2016
Q3 		$336K Buy
10,538
+43
+0.4% +$1.36K 0.12% 88
2016
Q2 		$312K Buy
10,495
+50
+0.5% +$1.54K 0.12% 86
2016
Q1 		$324K Buy
+10,445
New +$279K 0.13% 85

Other funds holding WY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

New England Private Wealth Advisors's WY Position: Q4 2019 in Review

New England Private Wealth Advisors sold out of Weyerhaeuser (WY) in Q4 2019, closing a stake of 11,162 shares — an estimated $309K sold.

New England Private Wealth Advisors first reported a position in WY in Q1 2016 and held it in 15 quarters. The position peaked at $482K in Q2 2018. 934 funds tracked by Wall St. Rank hold WY as of Q4 2019.

  • New England Private Wealth Advisors reported no remaining Weyerhaeuser position as of Q4 2019 after selling out during the quarter.
  • New England Private Wealth Advisors sold 11,162 Weyerhaeuser shares in Q4 2019, an estimated $309K.
  • New England Private Wealth Advisors first reported a position in Weyerhaeuser in Q1 2016 and held it in 15 quarters.
  • New England Private Wealth Advisors's Weyerhaeuser position peaked at $482K in Q2 2018.
  • 934 funds tracked by Wall St. Rank held Weyerhaeuser as of Q4 2019.

Based on New England Private Wealth Advisors's 13F filing for Q4 2019, filed 11 Feb 2020.