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Safeguard Investment Advisory Group’s Weyerhaeuser WY Stock Holding History

Safeguard Investment Advisory 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
2021
Q1 		– Sell
-598
Closed -$20K – 734
2020
Q4 		$20K Buy
+598
New +$18K 0.02% 311

Other funds holding WY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Safeguard Investment Advisory Group's WY Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of Weyerhaeuser (WY) in Q1 2021, closing a stake of 598 shares — an estimated $20K sold.

Safeguard Investment Advisory Group first reported a position in WY in Q4 2020 and held it in 1 quarter. The position peaked at $20K in Q4 2020. 923 funds tracked by Wall St. Rank hold WY as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining Weyerhaeuser position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 598 Weyerhaeuser shares in Q1 2021, an estimated $20K.
  • Safeguard Investment Advisory Group first reported a position in Weyerhaeuser in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's Weyerhaeuser position peaked at $20K in Q4 2020.
  • 923 funds tracked by Wall St. Rank held Weyerhaeuser as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.