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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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 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 Oslo, Norway $935B AUM