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SAM Advisors’s Weyerhaeuser WY Stock Holding History

SAM 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
2024
Q4 		– Sell
-6,000
Closed -$203K – 43
2024
Q3 		$203K Buy
+6,000
New +$184K 0.07% 41
2023
Q3 		– Sell
-6,000
Closed -$201K – 40
2023
Q2 		$201K Buy
+6,000
New +$181K 0.08% 37
2022
Q3 		– Sell
-6,000
Closed -$200K – 40
2022
Q2 		$200K Hold
6,000
– – 0.1% 35
2022
Q1 		$227K Buy
+6,000
New +$238K 0.1% 35

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

SAM Advisors's WY Position: Q4 2024 in Review

SAM Advisors sold out of Weyerhaeuser (WY) in Q4 2024, closing a stake of 6,000 shares — an estimated $203K sold.

SAM Advisors first reported a position in WY in Q1 2022 and held it in 4 quarters. The position peaked at $227K in Q1 2022. 940 funds tracked by Wall St. Rank hold WY as of Q4 2024.

  • SAM Advisors reported no remaining Weyerhaeuser position as of Q4 2024 after selling out during the quarter.
  • SAM Advisors sold 6,000 Weyerhaeuser shares in Q4 2024, an estimated $203K.
  • SAM Advisors first reported a position in Weyerhaeuser in Q1 2022 and held it in 4 quarters.
  • SAM Advisors's Weyerhaeuser position peaked at $227K in Q1 2022.
  • 940 funds tracked by Wall St. Rank held Weyerhaeuser as of Q4 2024.

Based on SAM Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.