NewSquare Capital’s Weyerhaeuser WY Stock Holding History

NewSquare 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
2025 Q3	–	Sell	-413	Closed	-$10.6K	–	1257
2025 Q2	$10.6K	Sell	413 -33	-7%	-$864	﹤0.01%	635
2025 Q1	$13.1K	Buy	446 +358	+407%	+$10.7K	﹤0.01%	475
2024 Q4	$2.48K	Buy	+88	New	+$2.75K	﹤0.01%	498
2023 Q4	–	Sell	-238	Closed	-$7.3K	–	638
2023 Q3	$7.3K	Buy	238 +19	+9%	+$625	﹤0.01%	331
2023 Q2	$7.34K	Hold	219	–	–	﹤0.01%	372
2023 Q1	$6.6K	Sell	219 -44	-17%	-$1.39K	﹤0.01%	409
2022 Q4	$8.15K	Buy	263 +219	+498%	+$6.79K	﹤0.01%	310
2022 Q3	$1K	Hold	44	–	–	﹤0.01%	420
2022 Q2	$1K	Hold	44	–	–	﹤0.01%	363
2022 Q1	$2K	Buy	+44	New	+$1.75K	﹤0.01%	349
2017 Q2	–	Sell	-140	Closed	-$5K	–	331
2017 Q1	$5K	Buy	+140	New	+$4.55K	﹤0.01%	243
2016 Q4	–	Sell	-230	Closed	-$7K	–	458
2016 Q3	$7K	Hold	230	–	–	﹤0.01%	281
2016 Q2	$7K	Sell	230 -30	-12%	-$923	﹤0.01%	275
2016 Q1	$8K	Buy	+260	New	+$6.94K	﹤0.01%	319

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

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

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

Geode Capital Management

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

Bank of New York Mellon

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

JP Morgan Chase

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

First Eagle Investment Management

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