Regent Peak Wealth Advisors’s Weyerhaeuser WY Stock Holding History

Regent Peak Wealth 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
2021 Q1	–	Sell	-1,573	Closed	-$53K	–	1018
2020 Q4	$53K	Buy	+1,573	New	+$47.3K	0.02%	302

Other funds holding WY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Regent Peak Wealth Advisors's WY Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Weyerhaeuser (WY) in Q1 2021, closing a stake of 1,573 shares — an estimated $53K sold.

Regent Peak Wealth Advisors first reported a position in WY in Q4 2020 and held it in 1 quarter. The position peaked at $53K in Q4 2020. 923 funds tracked by Wall St. Rank hold WY as of Q1 2021.

Regent Peak Wealth Advisors reported no remaining Weyerhaeuser position as of Q1 2021 after selling out during the quarter.
Regent Peak Wealth Advisors sold 1,573 Weyerhaeuser shares in Q1 2021, an estimated $53K.
Regent Peak Wealth Advisors first reported a position in Weyerhaeuser in Q4 2020 and held it in 1 quarter.
Regent Peak Wealth Advisors's Weyerhaeuser position peaked at $53K in Q4 2020.
923 funds tracked by Wall St. Rank held Weyerhaeuser as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.