PFG Investments’s Weyerhaeuser WY Stock Holding History

PFG Investments’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
2024 Q4	–	Sell	-6,181	Closed	-$209K	–	1085
2024 Q3	$209K	Sell	6,181 -2,592	-30%	-$79.7K	0.01%	880
2024 Q2	$249K	Buy	8,773 +10	+0.1%	+$309	0.02%	729
2024 Q1	$315K	Buy	8,763 +704	+9%	+$23.8K	0.02%	722
2023 Q4	$280K	Sell	8,059 -1,744	-18%	-$54.3K	0.05%	368
2023 Q3	$301K	Buy	9,803 +1,101	+13%	+$36.2K	0.06%	348
2023 Q2	$292K	Sell	8,702 -2,672	-23%	-$80.4K	0.05%	373
2023 Q1	$343K	Buy	+11,374	New	+$359K	0.07%	316

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

PFG Investments's WY Position: Q4 2024 in Review

PFG Investments sold out of Weyerhaeuser (WY) in Q4 2024, closing a stake of 6,181 shares — an estimated $209K sold.

PFG Investments first reported a position in WY in Q1 2023 and held it in 7 quarters. The position peaked at $343K in Q1 2023. 940 funds tracked by Wall St. Rank hold WY as of Q4 2024.

PFG Investments reported no remaining Weyerhaeuser position as of Q4 2024 after selling out during the quarter.
PFG Investments sold 6,181 Weyerhaeuser shares in Q4 2024, an estimated $209K.
PFG Investments first reported a position in Weyerhaeuser in Q1 2023 and held it in 7 quarters.
PFG Investments's Weyerhaeuser position peaked at $343K in Q1 2023.
940 funds tracked by Wall St. Rank held Weyerhaeuser as of Q4 2024.

Based on PFG Investments's 13F filing for Q4 2024, filed 22 Jan 2025.