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Optimum Investment Advisors’s Weyerhaeuser WY Stock Holding History

Optimum 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
2019
Q2 		– Sell
-800
Closed -$21K – 1011
2019
Q1 		$21K Hold
800
– – 0.01% 682
2018
Q4 		$17K Sell
800
-2,400
-75% -$63.9K 0.01% 679
2018
Q3 		$103K Hold
3,200
– – 0.03% 395
2018
Q2 		$117K Hold
3,200
– – 0.03% 383
2018
Q1 		$112K Buy
+3,200
New +$113K 0.03% 384
2014
Q4 		– Sell
-144
Closed -$5K – 1028
2014
Q3 		$5K Hold
144
– – ﹤0.01% 845
2014
Q2 		$5K Hold
144
– – ﹤0.01% 842
2014
Q1 		$4K Hold
144
– – ﹤0.01% 686
2013
Q4 		$5K Hold
144
– – ﹤0.01% 671
2013
Q3 		$4K Buy
+144
New +$4.08K ﹤0.01% 653

Other funds holding WY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Optimum Investment Advisors's WY Position: Q2 2019 in Review

Optimum Investment Advisors sold out of Weyerhaeuser (WY) in Q2 2019, closing a stake of 800 shares — an estimated $21K sold.

Optimum Investment Advisors first reported a position in WY in Q3 2013 and held it in 10 quarters. The position peaked at $117K in Q2 2018. 882 funds tracked by Wall St. Rank hold WY as of Q2 2019.

  • Optimum Investment Advisors reported no remaining Weyerhaeuser position as of Q2 2019 after selling out during the quarter.
  • Optimum Investment Advisors sold 800 Weyerhaeuser shares in Q2 2019, an estimated $21K.
  • Optimum Investment Advisors first reported a position in Weyerhaeuser in Q3 2013 and held it in 10 quarters.
  • Optimum Investment Advisors's Weyerhaeuser position peaked at $117K in Q2 2018.
  • 882 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2019.

Based on Optimum Investment Advisors's 13F filing for Q2 2019, filed 29 Jul 2019.