RFG
WY icon

RFP Financial Group’s Weyerhaeuser WY Stock Holding History

RFP Financial 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
-389
Closed -$11K – 812
2024
Q2 		$11K Buy
389
+227
+140% +$7.02K ﹤0.01% 433
2024
Q1 		$5.82K Sell
162
-236
-59% -$7.99K ﹤0.01% 501
2023
Q4 		$13.8K Hold
398
– – 0.01% 361
2023
Q3 		$12.2K Hold
398
– – 0.01% 355
2023
Q2 		$13.3K Hold
398
– – 0.01% 378
2023
Q1 		$12K Hold
398
– – 0.01% 251
2022
Q4 		$12.3K Buy
+398
New +$12.3K 0.01% 359

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

RFP Financial Group's WY Position: Q3 2024 in Review

RFP Financial Group sold out of Weyerhaeuser (WY) in Q3 2024, closing a stake of 389 shares — an estimated $11K sold.

RFP Financial Group first reported a position in WY in Q4 2022 and held it in 7 quarters. The position peaked at $13.8K in Q4 2023. 946 funds tracked by Wall St. Rank hold WY as of Q3 2024.

  • RFP Financial Group reported no remaining Weyerhaeuser position as of Q3 2024 after selling out during the quarter.
  • RFP Financial Group sold 389 Weyerhaeuser shares in Q3 2024, an estimated $11K.
  • RFP Financial Group first reported a position in Weyerhaeuser in Q4 2022 and held it in 7 quarters.
  • RFP Financial Group's Weyerhaeuser position peaked at $13.8K in Q4 2023.
  • 946 funds tracked by Wall St. Rank held Weyerhaeuser as of Q3 2024.

Based on RFP Financial Group's 13F filing for Q3 2024, filed 21 Oct 2024.