Planned Solutions’s Weyerhaeuser WY Stock Holding History

Planned 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
2024 Q4	–	Sell	-3,065	Closed	-$104K	–	644
2024 Q3	$104K	Buy	+3,065	New	+$94.2K	0.04%	198
2024 Q1	–	Sell	-3,065	Closed	-$107K	–	563
2023 Q4	$107K	Buy	+3,065	New	+$95.4K	0.05%	178
2021 Q1	–	Sell	-1,492	Closed	-$50K	–	418
2020 Q4	$50K	Hold	1,492	–	–	0.04%	197
2020 Q3	$43K	Buy	+1,492	New	+$41K	0.04%	170

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

Planned Solutions's WY Position: Q4 2024 in Review

Planned Solutions sold out of Weyerhaeuser (WY) in Q4 2024, closing a stake of 3,065 shares — an estimated $104K sold.

Planned Solutions first reported a position in WY in Q3 2020 and held it in 4 quarters. The position peaked at $107K in Q4 2023. 940 funds tracked by Wall St. Rank hold WY as of Q4 2024.

Planned Solutions reported no remaining Weyerhaeuser position as of Q4 2024 after selling out during the quarter.
Planned Solutions sold 3,065 Weyerhaeuser shares in Q4 2024, an estimated $104K.
Planned Solutions first reported a position in Weyerhaeuser in Q3 2020 and held it in 4 quarters.
Planned Solutions's Weyerhaeuser position peaked at $107K in Q4 2023.
940 funds tracked by Wall St. Rank held Weyerhaeuser as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.