Premier Path Wealth Partners’s Weyerhaeuser WY Stock Holding History

Premier Path 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
2024 Q2	–	Sell	-6,206	Closed	-$223K	–	386
2024 Q1	$223K	Sell	6,206 -4	-0.1%	-$135	0.04%	315
2023 Q4	$209K	Buy	+6,210	New	+$193K	0.05%	320

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Premier Path Wealth Partners's WY Position: Q2 2024 in Review

Premier Path Wealth Partners sold out of Weyerhaeuser (WY) in Q2 2024, closing a stake of 6,206 shares — an estimated $223K sold.

Premier Path Wealth Partners first reported a position in WY in Q4 2023 and held it in 2 quarters. The position peaked at $223K in Q1 2024. 956 funds tracked by Wall St. Rank hold WY as of Q2 2024.

Premier Path Wealth Partners reported no remaining Weyerhaeuser position as of Q2 2024 after selling out during the quarter.
Premier Path Wealth Partners sold 6,206 Weyerhaeuser shares in Q2 2024, an estimated $223K.
Premier Path Wealth Partners first reported a position in Weyerhaeuser in Q4 2023 and held it in 2 quarters.
Premier Path Wealth Partners's Weyerhaeuser position peaked at $223K in Q1 2024.
956 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2024.

Based on Premier Path Wealth Partners's 13F filing for Q2 2024, filed 24 Jul 2024.