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Ridgewood Investments’s Weyerhaeuser WY Stock Holding History

Ridgewood Investments’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
-929
Closed -$26.4K – 813
2024
Q2 		$26.4K Buy
+929
New +$28.7K 0.01% 413
2023
Q3 		– Sell
-929
Closed -$31.1K – 790
2023
Q2 		$31.1K Hold
929
– – 0.02% 396
2023
Q1 		$28K Buy
+929
New +$29.3K 0.02% 416

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

Ridgewood Investments's WY Position: Q3 2024 in Review

Ridgewood Investments sold out of Weyerhaeuser (WY) in Q3 2024, closing a stake of 929 shares — an estimated $26.4K sold.

Ridgewood Investments first reported a position in WY in Q1 2023 and held it in 3 quarters. The position peaked at $31.1K in Q2 2023. 946 funds tracked by Wall St. Rank hold WY as of Q3 2024.

  • Ridgewood Investments reported no remaining Weyerhaeuser position as of Q3 2024 after selling out during the quarter.
  • Ridgewood Investments sold 929 Weyerhaeuser shares in Q3 2024, an estimated $26.4K.
  • Ridgewood Investments first reported a position in Weyerhaeuser in Q1 2023 and held it in 3 quarters.
  • Ridgewood Investments's Weyerhaeuser position peaked at $31.1K in Q2 2023.
  • 946 funds tracked by Wall St. Rank held Weyerhaeuser as of Q3 2024.

Based on Ridgewood Investments's 13F filing for Q3 2024, filed 4 Oct 2024.