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Patriot Financial Group Insurance Agency’s Weyerhaeuser WY Stock Holding History

Patriot Financial Group Insurance Agency’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
2022
Q3 		– Sell
-247
Closed -$8K – 1962
2022
Q2 		$8K Sell
247
-165
-40% -$6.29K ﹤0.01% 1353
2022
Q1 		$16K Sell
412
-680
-62% -$27K ﹤0.01% 1190
2021
Q4 		$45K Buy
1,092
+13
+1% +$494 0.01% 919
2021
Q3 		$38K Buy
1,079
+155
+17% +$5.43K 0.01% 972
2021
Q2 		$32K Buy
924
+713
+338% +$26.5K 0.01% 1006
2021
Q1 		$8K Buy
211
+108
+105% +$3.68K ﹤0.01% 1444
2020
Q4 		$3K Hold
103
– – ﹤0.01% 1592
2020
Q3 		$3K Hold
103
– – ﹤0.01% 1405
2020
Q2 		$2K Sell
103
-1,126
-92% -$22.8K ﹤0.01% 1437
2020
Q1 		$21K Buy
1,229
+73
+6% +$1.92K 0.01% 657
2019
Q4 		$35K Buy
1,156
+7
+0.6% +$203 0.01% 559
2019
Q3 		$32K Buy
1,149
+110
+11% +$2.87K 0.01% 534
2019
Q2 		$28K Buy
1,039
+42
+4% +$1.07K 0.01% 559
2019
Q1 		$26K Buy
997
+8
+0.8% +$202 0.01% 495
2018
Q4 		$22K Buy
989
+9
+0.9% +$240 0.01% 457
2018
Q3 		$32K Buy
980
+580
+145% +$20.1K 0.02% 388
2018
Q2 		$15K Sell
400
-1,050
-72% -$38.4K 0.02% 337
2018
Q1 		$50K Hold
1,450
– – 0.04% 314
2017
Q4 		$51K Sell
1,450
-650
-31% -$23K 0.04% 296
2017
Q3 		$72K Hold
2,100
– – 0.06% 210
2017
Q2 		$68K Hold
2,100
– – 0.07% 198
2017
Q1 		$71K Hold
2,100
– – 0.07% 185
2016
Q4 		$63K Buy
+2,100
New +$64.7K 0.09% 188

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Patriot Financial Group Insurance Agency's WY Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Weyerhaeuser (WY) in Q3 2022, closing a stake of 247 shares — an estimated $8K sold.

Patriot Financial Group Insurance Agency first reported a position in WY in Q4 2016 and held it in 23 quarters. The position peaked at $72K in Q3 2017. 954 funds tracked by Wall St. Rank hold WY as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Weyerhaeuser position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 247 Weyerhaeuser shares in Q3 2022, an estimated $8K.
  • Patriot Financial Group Insurance Agency first reported a position in Weyerhaeuser in Q4 2016 and held it in 23 quarters.
  • Patriot Financial Group Insurance Agency's Weyerhaeuser position peaked at $72K in Q3 2017.
  • 954 funds tracked by Wall St. Rank held Weyerhaeuser as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.