Oak Family Advisors’s Weyerhaeuser WY Stock Holding History

Oak Family 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
2021 Q2	–	Sell	-93,241	Closed	-$3.32M	–	102
2021 Q1	$3.32M	Sell	93,241 -4,335	-4%	-$148K	1.44%	14
2020 Q4	$3.27M	Buy	+97,576	New	+$2.94M	1.69%	11

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Oak Family Advisors's WY Position: Q2 2021 in Review

Oak Family Advisors sold out of Weyerhaeuser (WY) in Q2 2021, closing a stake of 93,241 shares — an estimated $3.32M sold.

Oak Family Advisors first reported a position in WY in Q4 2020 and held it in 2 quarters. The position peaked at $3.32M in Q1 2021. 920 funds tracked by Wall St. Rank hold WY as of Q2 2021.

Oak Family Advisors reported no remaining Weyerhaeuser position as of Q2 2021 after selling out during the quarter.
Oak Family Advisors sold 93,241 Weyerhaeuser shares in Q2 2021, an estimated $3.32M.
Oak Family Advisors first reported a position in Weyerhaeuser in Q4 2020 and held it in 2 quarters.
Oak Family Advisors's Weyerhaeuser position peaked at $3.32M in Q1 2021.
920 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2021.

Based on Oak Family Advisors's 13F filing for Q2 2021, filed 29 Jul 2021.