Regal Wealth Group’s Weyerhaeuser WY Stock Holding History

Regal Wealth 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
2021 Q2	–	Sell	-67	Closed	-$2K	–	246
2021 Q1	$2K	Buy	+67	New	+$2.28K	﹤0.01%	221
2016 Q4	–	Sell	-140	Closed	-$4K	–	187
2016 Q3	$4K	Hold	140	–	–	﹤0.01%	159
2016 Q2	$4K	Buy	+140	New	+$4.3K	﹤0.01%	165

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Regal Wealth Group's WY Position: Q2 2021 in Review

Regal Wealth Group sold out of Weyerhaeuser (WY) in Q2 2021, closing a stake of 67 shares — an estimated $2K sold.

Regal Wealth Group first reported a position in WY in Q2 2016 and held it in 3 quarters. The position peaked at $4K in Q3 2016. 920 funds tracked by Wall St. Rank hold WY as of Q2 2021.

Regal Wealth Group reported no remaining Weyerhaeuser position as of Q2 2021 after selling out during the quarter.
Regal Wealth Group sold 67 Weyerhaeuser shares in Q2 2021, an estimated $2K.
Regal Wealth Group first reported a position in Weyerhaeuser in Q2 2016 and held it in 3 quarters.
Regal Wealth Group's Weyerhaeuser position peaked at $4K in Q3 2016.
920 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2021.

Based on Regal Wealth Group's 13F filing for Q2 2021, filed 2 Aug 2021.