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Oliver Lagore Vanvalin Investment Group’s Weyerhaeuser WY Stock Holding History

Oliver Lagore Vanvalin Investment 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
2023
Q4 		– Sell
-994
Closed -$30.5K – 882
2023
Q3 		$30.5K Sell
994
-6
-0.6% -$197 0.01% 291
2023
Q2 		$33.5K Hold
1,000
– – 0.01% 302
2023
Q1 		$30.1K Hold
1,000
– – 0.01% 241
2022
Q4 		$31K Hold
1,000
– – 0.02% 224
2022
Q3 		$29K Hold
1,000
– – 0.02% 220
2022
Q2 		$33K Hold
1,000
– – 0.02% 218
2022
Q1 		$38K Buy
+1,000
New +$39.6K 0.03% 199

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's WY Position: Q4 2023 in Review

Oliver Lagore Vanvalin Investment Group sold out of Weyerhaeuser (WY) in Q4 2023, closing a stake of 994 shares — an estimated $30.5K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in WY in Q1 2022 and held it in 7 quarters. The position peaked at $38K in Q1 2022. 994 funds tracked by Wall St. Rank hold WY as of Q4 2023.

  • Oliver Lagore Vanvalin Investment Group reported no remaining Weyerhaeuser position as of Q4 2023 after selling out during the quarter.
  • Oliver Lagore Vanvalin Investment Group sold 994 Weyerhaeuser shares in Q4 2023, an estimated $30.5K.
  • Oliver Lagore Vanvalin Investment Group first reported a position in Weyerhaeuser in Q1 2022 and held it in 7 quarters.
  • Oliver Lagore Vanvalin Investment Group's Weyerhaeuser position peaked at $38K in Q1 2022.
  • 994 funds tracked by Wall St. Rank held Weyerhaeuser as of Q4 2023.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q4 2023, filed 31 Jan 2024.