OneDigital Investment Advisors’s Weyerhaeuser WY Stock Holding History

OneDigital Investment 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 Q1	–	Sell	-11,535	Closed	-$358K	–	994
2022 Q4	$358K	Buy	11,535 +524	+5%	+$16.2K	0.01%	606
2022 Q3	$314K	Buy	+11,011	New	+$375K	0.01%	590
2018 Q4	–	Sell	-174	Closed	-$6K	–	1286
2018 Q3	$6K	Hold	174	–	–	﹤0.01%	910
2018 Q2	$6K	Sell	174 -1,090	-86%	-$39.9K	﹤0.01%	1151
2018 Q1	$44K	Buy	+1,264	New	+$44.6K	0.01%	559
2017 Q4	–	Hold	0	–	–	–	1
2017 Q3	–	Sell	-2,149	Closed	-$70.6K	–	462
2017 Q2	$72K	Buy	+2,149	New	+$72.3K	0.02%	384

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $935B AUM

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

OneDigital Investment Advisors's WY Position: Q1 2023 in Review

OneDigital Investment Advisors sold out of Weyerhaeuser (WY) in Q1 2023, closing a stake of 11,535 shares — an estimated $358K sold.

OneDigital Investment Advisors first reported a position in WY in Q2 2017 and held it in 6 quarters. The position peaked at $358K in Q4 2022. 948 funds tracked by Wall St. Rank hold WY as of Q1 2023.

OneDigital Investment Advisors reported no remaining Weyerhaeuser position as of Q1 2023 after selling out during the quarter.
OneDigital Investment Advisors sold 11,535 Weyerhaeuser shares in Q1 2023, an estimated $358K.
OneDigital Investment Advisors first reported a position in Weyerhaeuser in Q2 2017 and held it in 6 quarters.
OneDigital Investment Advisors's Weyerhaeuser position peaked at $358K in Q4 2022.
948 funds tracked by Wall St. Rank held Weyerhaeuser as of Q1 2023.

Based on OneDigital Investment Advisors's 13F filing for Q1 2023, filed 10 May 2023.