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Peloton Wealth Strategists’s Weyerhaeuser WY Stock Holding History

Peloton Wealth Strategists’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
Q1 		– Sell
-35,053
Closed -$766K – 70
2018
Q4 		$766K Sell
35,053
-11,907
-25% -$317K 0.62% 48
2018
Q3 		$1.51M Sell
46,960
-3,960
-8% -$137K 1.04% 44
2018
Q2 		$1.86M Sell
50,920
-3,080
-6% -$113K 1.34% 35
2018
Q1 		$1.89M Buy
+54,000
New +$1.91M 1.42% 33
2014
Q3 		– Sell
-67,360
Closed -$2M – 101
2014
Q2 		$2M Buy
+67,360
New +$2.04M 1.76% 24

Other funds holding WY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Peloton Wealth Strategists's WY Position: Q1 2019 in Review

Peloton Wealth Strategists sold out of Weyerhaeuser (WY) in Q1 2019, closing a stake of 35,053 shares — an estimated $766K sold.

Peloton Wealth Strategists first reported a position in WY in Q2 2014 and held it in 5 quarters. The position peaked at $2M in Q2 2014. 905 funds tracked by Wall St. Rank hold WY as of Q1 2019.

  • Peloton Wealth Strategists reported no remaining Weyerhaeuser position as of Q1 2019 after selling out during the quarter.
  • Peloton Wealth Strategists sold 35,053 Weyerhaeuser shares in Q1 2019, an estimated $766K.
  • Peloton Wealth Strategists first reported a position in Weyerhaeuser in Q2 2014 and held it in 5 quarters.
  • Peloton Wealth Strategists's Weyerhaeuser position peaked at $2M in Q2 2014.
  • 905 funds tracked by Wall St. Rank held Weyerhaeuser as of Q1 2019.

Based on Peloton Wealth Strategists's 13F filing for Q1 2019, filed 15 May 2019.