Phoenix Wealth Advisors’s Weyerhaeuser WY Stock Holding History

Phoenix Wealth Advisors’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 Q4	–	Sell	-1,000	Closed	-$36K	–	358
2021 Q3	$36K	Buy	+1,000	New	+$35K	0.03%	215
2021 Q1	–	Sell	-1,000	Closed	-$34K	–	368
2020 Q4	$34K	Buy	+1,000	New	+$30.1K	0.03%	215

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

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Phoenix Wealth Advisors's WY Position: Q4 2021 in Review

Phoenix Wealth Advisors sold out of Weyerhaeuser (WY) in Q4 2021, closing a stake of 1,000 shares — an estimated $36K sold.

Phoenix Wealth Advisors first reported a position in WY in Q4 2020 and held it in 2 quarters. The position peaked at $36K in Q3 2021. 1,004 funds tracked by Wall St. Rank hold WY as of Q4 2021.

Phoenix Wealth Advisors reported no remaining Weyerhaeuser position as of Q4 2021 after selling out during the quarter.
Phoenix Wealth Advisors sold 1,000 Weyerhaeuser shares in Q4 2021, an estimated $36K.
Phoenix Wealth Advisors first reported a position in Weyerhaeuser in Q4 2020 and held it in 2 quarters.
Phoenix Wealth Advisors's Weyerhaeuser position peaked at $36K in Q3 2021.
1,004 funds tracked by Wall St. Rank held Weyerhaeuser as of Q4 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.