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Realta Investment Advisors’s Weyerhaeuser WY Stock Holding History

Realta Investment 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
2024
Q3 		– Sell
-8,470
Closed -$240K – 779
2024
Q2 		$240K Buy
8,470
+222
+3% +$6.87K 0.05% 354
2024
Q1 		$296K Sell
8,248
-706
-8% -$23.9K 0.06% 320
2023
Q4 		$311K Buy
8,954
+1,157
+15% +$36K 0.07% 304
2023
Q3 		$261K Hold
7,797
– – 0.06% 322
2023
Q2 		$261K Sell
7,797
-458
-6% -$13.8K 0.06% 339
2023
Q1 		$249K Buy
8,255
+1,645
+25% +$51.9K 0.06% 329
2022
Q4 		$205K Buy
+6,610
New +$205K 0.05% 387
2022
Q3 		– Sell
-6,537
Closed -$222K – 827
2022
Q2 		$222K Buy
6,537
+577
+10% +$22K 0.05% 333
2022
Q1 		$226K Buy
5,960
+816
+16% +$32.4K 0.05% 359
2021
Q4 		$212K Buy
+5,144
New +$195K 0.05% 387
2021
Q2 		– Sell
-6,188
Closed -$220K – 410
2021
Q1 		$220K Buy
+6,188
New +$211K 0.06% 337
2020
Q1 		– Sell
-7,615
Closed -$224K – 1418
2019
Q4 		$224K Sell
7,615
-1,728
-18% -$50.1K 0.06% 313
2019
Q3 		$260K Buy
9,343
+3,757
+67% +$98K 0.07% 277
2019
Q2 		$146K Buy
5,586
+3,869
+225% +$98.3K 0.04% 401
2019
Q1 		$45K Buy
+1,717
New +$43.3K 0.02% 571

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Realta Investment Advisors's WY Position: Q3 2024 in Review

Realta Investment Advisors sold out of Weyerhaeuser (WY) in Q3 2024, closing a stake of 8,470 shares — an estimated $240K sold.

Realta Investment Advisors first reported a position in WY in Q1 2019 and held it in 15 quarters. The position peaked at $311K in Q4 2023. 946 funds tracked by Wall St. Rank hold WY as of Q3 2024.

  • Realta Investment Advisors reported no remaining Weyerhaeuser position as of Q3 2024 after selling out during the quarter.
  • Realta Investment Advisors sold 8,470 Weyerhaeuser shares in Q3 2024, an estimated $240K.
  • Realta Investment Advisors first reported a position in Weyerhaeuser in Q1 2019 and held it in 15 quarters.
  • Realta Investment Advisors's Weyerhaeuser position peaked at $311K in Q4 2023.
  • 946 funds tracked by Wall St. Rank held Weyerhaeuser as of Q3 2024.

Based on Realta Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.