Oxler Private Wealth’s Weyerhaeuser WY Stock Holding History

Oxler Private 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
2021 Q1	–	Sell	-2,500	Closed	-$83K	–	220
2020 Q4	$83K	Buy	+2,500	New	+$75.2K	0.05%	140

Other funds holding WY

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Oxler Private Wealth's WY Position: Q1 2021 in Review

Oxler Private Wealth sold out of Weyerhaeuser (WY) in Q1 2021, closing a stake of 2,500 shares — an estimated $83K sold.

Oxler Private Wealth first reported a position in WY in Q4 2020 and held it in 1 quarter. The position peaked at $83K in Q4 2020. 923 funds tracked by Wall St. Rank hold WY as of Q1 2021.

Oxler Private Wealth reported no remaining Weyerhaeuser position as of Q1 2021 after selling out during the quarter.
Oxler Private Wealth sold 2,500 Weyerhaeuser shares in Q1 2021, an estimated $83K.
Oxler Private Wealth first reported a position in Weyerhaeuser in Q4 2020 and held it in 1 quarter.
Oxler Private Wealth's Weyerhaeuser position peaked at $83K in Q4 2020.
923 funds tracked by Wall St. Rank held Weyerhaeuser as of Q1 2021.

Based on Oxler Private Wealth's 13F filing for Q1 2021, filed 3 May 2021.