Personal Wealth Partners’s Weyerhaeuser WY Stock Holding History

Personal Wealth Partners’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 Q3	–	Sell	-401	Closed	-$14K	–	401
2021 Q2	$14K	Buy	+401	New	+$14.9K	0.01%	245
2020 Q1	–	Sell	-637	Closed	-$19K	–	635
2019 Q4	$19K	Hold	637	–	–	0.01%	201
2019 Q3	$18K	Sell	637 -598	-48%	-$15.6K	0.01%	207
2019 Q2	$33K	Buy	+1,235	New	+$31.4K	0.02%	151

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Norges Bank Oslo, Norway $935B AUM

Personal Wealth Partners's WY Position: Q3 2021 in Review

Personal Wealth Partners sold out of Weyerhaeuser (WY) in Q3 2021, closing a stake of 401 shares — an estimated $14K sold.

Personal Wealth Partners first reported a position in WY in Q2 2019 and held it in 4 quarters. The position peaked at $33K in Q2 2019. 899 funds tracked by Wall St. Rank hold WY as of Q3 2021.

Personal Wealth Partners reported no remaining Weyerhaeuser position as of Q3 2021 after selling out during the quarter.
Personal Wealth Partners sold 401 Weyerhaeuser shares in Q3 2021, an estimated $14K.
Personal Wealth Partners first reported a position in Weyerhaeuser in Q2 2019 and held it in 4 quarters.
Personal Wealth Partners's Weyerhaeuser position peaked at $33K in Q2 2019.
899 funds tracked by Wall St. Rank held Weyerhaeuser as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.