RWMG
WY icon

Redwood Wealth Management Group’s Weyerhaeuser WY Stock Holding History

Redwood Wealth Management Group’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
-4,610
Closed -$131K – 1107
2024
Q2 		$131K Buy
+4,610
New +$143K 0.1% 164

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

Redwood Wealth Management Group's WY Position: Q3 2024 in Review

Redwood Wealth Management Group sold out of Weyerhaeuser (WY) in Q3 2024, closing a stake of 4,610 shares — an estimated $131K sold.

Redwood Wealth Management Group first reported a position in WY in Q2 2024 and held it in 1 quarter. The position peaked at $131K in Q2 2024. 946 funds tracked by Wall St. Rank hold WY as of Q3 2024.

  • Redwood Wealth Management Group reported no remaining Weyerhaeuser position as of Q3 2024 after selling out during the quarter.
  • Redwood Wealth Management Group sold 4,610 Weyerhaeuser shares in Q3 2024, an estimated $131K.
  • Redwood Wealth Management Group first reported a position in Weyerhaeuser in Q2 2024 and held it in 1 quarter.
  • Redwood Wealth Management Group's Weyerhaeuser position peaked at $131K in Q2 2024.
  • 946 funds tracked by Wall St. Rank held Weyerhaeuser as of Q3 2024.

Based on Redwood Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.