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PRW Wealth Management’s Weyerhaeuser WY Stock Holding History

PRW Wealth Management’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
Q3 		– Sell
-60,004
Closed -$2.06M – 295
2021
Q2 		$2.06M Buy
+60,004
New +$2.23M 0.61% 43
2019
Q2 		– Sell
-164
Closed -$4K – 685
2019
Q1 		$4K Hold
164
– – ﹤0.01% 436
2018
Q4 		$3K Buy
+164
New +$4.37K ﹤0.01% 479

Other funds holding WY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

PRW Wealth Management's WY Position: Q3 2021 in Review

PRW Wealth Management sold out of Weyerhaeuser (WY) in Q3 2021, closing a stake of 60,004 shares — an estimated $2.06M sold.

PRW Wealth Management first reported a position in WY in Q4 2018 and held it in 3 quarters. The position peaked at $2.06M in Q2 2021. 899 funds tracked by Wall St. Rank hold WY as of Q3 2021.

  • PRW Wealth Management reported no remaining Weyerhaeuser position as of Q3 2021 after selling out during the quarter.
  • PRW Wealth Management sold 60,004 Weyerhaeuser shares in Q3 2021, an estimated $2.06M.
  • PRW Wealth Management first reported a position in Weyerhaeuser in Q4 2018 and held it in 3 quarters.
  • PRW Wealth Management's Weyerhaeuser position peaked at $2.06M in Q2 2021.
  • 899 funds tracked by Wall St. Rank held Weyerhaeuser as of Q3 2021.

Based on PRW Wealth Management's 13F filing for Q3 2021, filed 4 Nov 2021.