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Next Financial Group’s Weyerhaeuser WY Stock Holding History

Next Financial Group’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
Q4 		$54K Buy
1,312
+82
+7% +$3.11K ﹤0.01% 1441
2021
Q3 		$43K Buy
1,230
+29
+2% +$1.02K ﹤0.01% 1480
2021
Q2 		$41K Sell
1,201
-3
-0.2% -$111 ﹤0.01% 1480
2021
Q1 		$43K Buy
1,204
+82
+7% +$2.79K ﹤0.01% 1339
2020
Q4 		$37K Sell
1,122
-37
-3% -$1.11K ﹤0.01% 1306
2020
Q3 		$33K Buy
+1,159
New +$31.8K ﹤0.01% 1234
2020
Q2 		– Sell
-1,519
Closed -$26K – 1903
2020
Q1 		$26K Buy
1,519
+569
+60% +$15K ﹤0.01% 1184
2019
Q4 		$29K Buy
950
+50
+6% +$1.45K ﹤0.01% 1395
2019
Q3 		$25K Sell
900
-289
-24% -$7.54K ﹤0.01% 1358
2019
Q2 		$31K Buy
1,189
+789
+197% +$20.1K ﹤0.01% 1323
2019
Q1 		$11K Sell
400
-562
-58% -$14.2K ﹤0.01% 1101
2018
Q4 		$21K Buy
962
+205
+27% +$5.46K ﹤0.01% 1079
2018
Q3 		$24K Buy
+757
New +$26.3K 0.01% 736
2017
Q4 		– Sell
-2,717
Closed -$95K – 1435
2017
Q3 		$95K Sell
2,717
-1,693
-38% -$55.6K 0.03% 505
2017
Q2 		$148K Sell
4,410
-350
-7% -$11.8K 0.04% 435
2017
Q1 		$161K Sell
4,760
-1,325
-22% -$43.1K 0.04% 361
2016
Q4 		$183K Sell
6,085
-92
-1% -$2.83K 0.03% 495
2016
Q3 		$197K Buy
6,177
+1,625
+36% +$51.4K 0.04% 475
2016
Q2 		$135K Sell
4,552
-13
-0.3% -$400 0.04% 385
2016
Q1 		$141K Buy
4,565
+365
+9% +$9.75K 0.05% 349
2015
Q4 		$125K Sell
4,200
-756
-15% -$22.8K 0.05% 363
2015
Q3 		$135K Sell
4,956
-94
-2% -$2.77K 0.05% 360
2015
Q2 		$159K Buy
5,050
+255
+5% +$8.2K 0.05% 356
2015
Q1 		$158K Buy
4,795
+374
+8% +$13.1K 0.05% 359
2014
Q4 		$159K Sell
4,421
-1,686
-28% -$57.9K 0.05% 342
2014
Q3 		$195K Buy
+6,107
New +$200K 0.04% 461

Other funds holding WY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Next Financial Group's WY Position: Q4 2021 in Review

Next Financial Group increased its Weyerhaeuser (WY) stake by 6.7% in Q4 2021, buying an estimated $3.11K and bringing the position to 1,312 shares worth $54K. The position accounts for ﹤0.01% of the portfolio, ranked #1441.

Next Financial Group first reported a position in WY in Q3 2014 and has held it in 26 quarters since. The position peaked at $197K in Q3 2016. 1,004 funds tracked by Wall St. Rank hold WY as of Q4 2021.

  • Next Financial Group held 1,312 shares of Weyerhaeuser worth $54K as of Q4 2021.
  • Next Financial Group bought 82 Weyerhaeuser shares in Q4 2021, an estimated $3.11K.
  • Weyerhaeuser made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1441 holding.
  • Next Financial Group first reported a position in Weyerhaeuser in Q3 2014 and has held it in 26 quarters since.
  • Next Financial Group's Weyerhaeuser position peaked at $197K in Q3 2016.
  • 1,004 funds tracked by Wall St. Rank held Weyerhaeuser as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.