Reilly Financial Advisors’s Weyerhaeuser WY Stock Holding History

Reilly Financial 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 Q4	$21K	Hold	506	–	–	﹤0.01%	571
2021 Q3	$18K	Hold	506	–	–	﹤0.01%	548
2021 Q2	$17K	Hold	506	–	–	﹤0.01%	590
2021 Q1	$18K	Buy	+506	New	+$17.2K	﹤0.01%	564
2018 Q4	–	Sell	-320	Closed	-$10K	–	1033
2018 Q3	$10K	Hold	320	–	–	﹤0.01%	707
2018 Q2	$12K	Hold	320	–	–	﹤0.01%	627
2018 Q1	$11K	Hold	320	–	–	﹤0.01%	637
2017 Q4	$11K	Hold	320	–	–	﹤0.01%	639
2017 Q3	$11K	Sell	320 -400	-56%	-$13.1K	﹤0.01%	624
2017 Q2	$24K	Hold	720	–	–	﹤0.01%	463
2017 Q1	$24K	Hold	720	–	–	﹤0.01%	448
2016 Q4	$22K	Hold	720	–	–	﹤0.01%	434
2016 Q3	$23K	Hold	720	–	–	﹤0.01%	393
2016 Q2	$21K	Hold	720	–	–	﹤0.01%	385
2016 Q1	$22K	Buy	+720	New	+$19.2K	﹤0.01%	574
2015 Q3	–	Sell	-100	Closed	-$3K	–	1399
2015 Q2	$3K	Buy	+100	New	+$3.21K	﹤0.01%	1194
2014 Q2	–	Sell	-141	Closed	-$4K	–	893
2014 Q1	$4K	Buy	141 +41	+41%	+$1.23K	﹤0.01%	704
2013 Q4	$3K	Hold	100	–	–	﹤0.01%	767
2013 Q3	$3K	Sell	100 -110	-52%	-$3.11K	﹤0.01%	679
2013 Q2	$6K	Buy	+210	New	+$6.35K	﹤0.01%	596

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

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Norges Bank Oslo, Norway $935B AUM

Reilly Financial Advisors's WY Position: Q4 2021 in Review

Reilly Financial Advisors held its Weyerhaeuser (WY) position steady in Q4 2021 at 506 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #571.

Reilly Financial Advisors first reported a position in WY in Q2 2013 and has held it in 20 quarters since. The position peaked at $24K in Q2 2017. 1,005 funds tracked by Wall St. Rank hold WY as of Q4 2021.

Reilly Financial Advisors held 506 shares of Weyerhaeuser worth $21K as of Q4 2021.
Reilly Financial Advisors left its Weyerhaeuser share count unchanged in Q4 2021.
Weyerhaeuser made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #571 holding.
Reilly Financial Advisors first reported a position in Weyerhaeuser in Q2 2013 and has held it in 20 quarters since.
Reilly Financial Advisors's Weyerhaeuser position peaked at $24K in Q2 2017.
1,005 funds tracked by Wall St. Rank held Weyerhaeuser as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.