One Wealth Advisors’s Weyerhaeuser WY Stock Holding History

One Wealth 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
2023 Q3	–	Sell	-13,090	Closed	-$439K	–	227
2023 Q2	$439K	Sell	13,090 -7,709	-37%	-$232K	0.09%	118
2023 Q1	$627K	Buy	20,799 +10,162	+96%	+$320K	0.14%	82
2022 Q4	$330K	Sell	10,637 -8,295	-44%	-$257K	0.08%	133
2022 Q3	$541K	Buy	18,932 +1,502	+9%	+$51.1K	0.18%	74
2022 Q2	$577K	Buy	17,430 +2,325	+15%	+$88.6K	0.15%	81
2022 Q1	$572K	Buy	15,105 +6,134	+68%	+$243K	0.14%	81
2021 Q4	$369K	Buy	+8,971	New	+$341K	0.09%	113

Other funds holding WY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

One Wealth Advisors's WY Position: Q3 2023 in Review

One Wealth Advisors sold out of Weyerhaeuser (WY) in Q3 2023, closing a stake of 13,090 shares — an estimated $439K sold.

One Wealth Advisors first reported a position in WY in Q4 2021 and held it in 7 quarters. The position peaked at $627K in Q1 2023. 962 funds tracked by Wall St. Rank hold WY as of Q3 2023.

One Wealth Advisors reported no remaining Weyerhaeuser position as of Q3 2023 after selling out during the quarter.
One Wealth Advisors sold 13,090 Weyerhaeuser shares in Q3 2023, an estimated $439K.
One Wealth Advisors first reported a position in Weyerhaeuser in Q4 2021 and held it in 7 quarters.
One Wealth Advisors's Weyerhaeuser position peaked at $627K in Q1 2023.
962 funds tracked by Wall St. Rank held Weyerhaeuser as of Q3 2023.

Based on One Wealth Advisors's 13F filing for Q3 2023, filed 1 Nov 2023.