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Physicians Financial Services’s Weyerhaeuser WY Stock Holding History

Physicians Financial Services’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
2020
Q1 		– Sell
-7,233
Closed -$218K – 120
2019
Q4 		$218K Buy
+7,233
New +$210K 0.12% 117
2019
Q3 		– Sell
-7,813
Closed -$206K – 123
2019
Q2 		$206K Buy
+7,813
New +$199K 0.12% 117
2019
Q1 		– Sell
-2,103
Closed -$218K – 116
2018
Q4 		$218K Sell
2,103
-4,600
-69% -$123K 0.16% 104
2018
Q3 		$217K Hold
6,703
– – 0.15% 104
2018
Q2 		$244K Sell
6,703
-102
-1% -$3.73K 0.18% 97
2018
Q1 		$238K Buy
6,805
+200
+3% +$7.06K 0.19% 97
2017
Q4 		$233K Sell
6,605
-300
-4% -$10.6K 0.18% 107
2017
Q3 		$235K Hold
6,905
– – 0.19% 104
2017
Q2 		$231K Sell
6,905
-160
-2% -$5.39K 0.2% 107
2017
Q1 		$240K Sell
7,065
-100
-1% -$3.25K 0.21% 100
2016
Q4 		$233K Buy
7,165
+300
+4% +$9.24K 0.19% 98
2016
Q3 		$219K Hold
6,865
– – 0.18% 99
2016
Q2 		$204K Sell
6,865
-300
-4% -$9.23K 0.18% 101
2016
Q1 		$222K Buy
7,165
+1,965
+38% +$52.5K 0.2% 100
2015
Q4 		$156K Buy
+5,200
New +$157K 0.14% 118

Other funds holding WY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Physicians Financial Services's WY Position: Q1 2020 in Review

Physicians Financial Services sold out of Weyerhaeuser (WY) in Q1 2020, closing a stake of 7,233 shares — an estimated $218K sold.

Physicians Financial Services first reported a position in WY in Q4 2015 and held it in 15 quarters. The position peaked at $244K in Q2 2018. 820 funds tracked by Wall St. Rank hold WY as of Q1 2020.

  • Physicians Financial Services reported no remaining Weyerhaeuser position as of Q1 2020 after selling out during the quarter.
  • Physicians Financial Services sold 7,233 Weyerhaeuser shares in Q1 2020, an estimated $218K.
  • Physicians Financial Services first reported a position in Weyerhaeuser in Q4 2015 and held it in 15 quarters.
  • Physicians Financial Services's Weyerhaeuser position peaked at $244K in Q2 2018.
  • 820 funds tracked by Wall St. Rank held Weyerhaeuser as of Q1 2020.

Based on Physicians Financial Services's 13F filing for Q1 2020, filed 27 Apr 2020.