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Personal CFO Solutions’s Weyerhaeuser WY Stock Holding History

Personal CFO Solutions’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
2023
Q4 		– Sell
-18,696
Closed -$573K – 551
2023
Q3 		$573K Sell
18,696
-512
-3% -$16.9K 0.11% 171
2023
Q2 		$644K Sell
19,208
-914
-5% -$27.5K 0.13% 157
2023
Q1 		$606K Sell
20,122
-459
-2% -$14.5K 0.13% 155
2022
Q4 		$638K Buy
+20,581
New +$638K 0.14% 151

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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 $59B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Personal CFO Solutions's WY Position: Q4 2023 in Review

Personal CFO Solutions sold out of Weyerhaeuser (WY) in Q4 2023, closing a stake of 18,696 shares — an estimated $573K sold.

Personal CFO Solutions first reported a position in WY in Q4 2022 and held it in 4 quarters. The position peaked at $644K in Q2 2023. 993 funds tracked by Wall St. Rank hold WY as of Q4 2023.

  • Personal CFO Solutions reported no remaining Weyerhaeuser position as of Q4 2023 after selling out during the quarter.
  • Personal CFO Solutions sold 18,696 Weyerhaeuser shares in Q4 2023, an estimated $573K.
  • Personal CFO Solutions first reported a position in Weyerhaeuser in Q4 2022 and held it in 4 quarters.
  • Personal CFO Solutions's Weyerhaeuser position peaked at $644K in Q2 2023.
  • 993 funds tracked by Wall St. Rank held Weyerhaeuser as of Q4 2023.

Based on Personal CFO Solutions's 13F filing for Q4 2023, filed 13 Feb 2024.