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Ritholtz Wealth Management’s Weyerhaeuser WY Stock Holding History

Ritholtz Wealth Management’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
Q4 		– Sell
-8,278
Closed -$280K – 917
2024
Q3 		$280K Sell
8,278
-455
-5% -$14K 0.01% 716
2024
Q2 		$248K Sell
8,733
-5,859
-40% -$181K 0.01% 700
2024
Q1 		$524K Sell
14,592
-383
-3% -$13K 0.02% 515
2023
Q4 		$521K Sell
14,975
-4,552
-23% -$142K 0.02% 483
2023
Q3 		$599K Sell
19,527
-6,444
-25% -$212K 0.03% 413
2023
Q2 		$870K Sell
25,971
-12,676
-33% -$382K 0.04% 307
2023
Q1 		$1.16M Sell
38,647
-9,522
-20% -$300K 0.06% 222
2022
Q4 		$1.49M Buy
48,169
+11,211
+30% +$347K 0.08% 166
2022
Q3 		$1.06M Buy
36,958
+2,823
+8% +$96.1K 0.06% 228
2022
Q2 		$1.13M Buy
34,135
+3,132
+10% +$119K 0.07% 163
2022
Q1 		$1.18M Buy
31,003
+7,211
+30% +$286K 0.08% 157
2021
Q4 		$980K Buy
23,792
+8,297
+54% +$315K 0.06% 174
2021
Q3 		$551K Buy
15,495
+2,731
+21% +$95.7K 0.04% 248
2021
Q2 		$439K Buy
12,764
+4,930
+63% +$183K 0.03% 284
2021
Q1 		$279K Buy
+7,834
New +$267K 0.02% 324

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
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
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ritholtz Wealth Management's WY Position: Q4 2024 in Review

Ritholtz Wealth Management sold out of Weyerhaeuser (WY) in Q4 2024, closing a stake of 8,278 shares — an estimated $280K sold.

Ritholtz Wealth Management first reported a position in WY in Q1 2021 and held it in 15 quarters. The position peaked at $1.49M in Q4 2022. 940 funds tracked by Wall St. Rank hold WY as of Q4 2024.

  • Ritholtz Wealth Management reported no remaining Weyerhaeuser position as of Q4 2024 after selling out during the quarter.
  • Ritholtz Wealth Management sold 8,278 Weyerhaeuser shares in Q4 2024, an estimated $280K.
  • Ritholtz Wealth Management first reported a position in Weyerhaeuser in Q1 2021 and held it in 15 quarters.
  • Ritholtz Wealth Management's Weyerhaeuser position peaked at $1.49M in Q4 2022.
  • 940 funds tracked by Wall St. Rank held Weyerhaeuser as of Q4 2024.

Based on Ritholtz Wealth Management's 13F filing for Q4 2024, filed 15 Jan 2025.