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Omnia Family Wealth’s Weyerhaeuser WY Stock Holding History

Omnia Family Wealth’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
Q2 		– Sell
-169
Closed -$4K – 536
2019
Q1 		$4K Hold
169
– – ﹤0.01% 360
2018
Q4 		$4K Buy
+169
New +$4.5K ﹤0.01% 317
2017
Q3 		– Sell
-80
Closed -$3K – 697
2017
Q2 		$3K Hold
80
– – ﹤0.01% 542
2017
Q1 		$3K Hold
80
– – ﹤0.01% 540
2016
Q4 		$2K Buy
+80
New +$2.46K ﹤0.01% 635

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First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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