Sara-Bay Financial’s Weyerhaeuser WY Stock Holding History

Sara-Bay Financial’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	-7,334	Closed	-$208K	–	95
2024 Q2	$208K	Buy	+7,334	New	+$227K	0.08%	81

Other funds holding WY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Sara-Bay Financial's WY Position: Q3 2024 in Review

Sara-Bay Financial sold out of Weyerhaeuser (WY) in Q3 2024, closing a stake of 7,334 shares — an estimated $208K sold.

Sara-Bay Financial first reported a position in WY in Q2 2024 and held it in 1 quarter. The position peaked at $208K in Q2 2024. 946 funds tracked by Wall St. Rank hold WY as of Q3 2024.

Sara-Bay Financial reported no remaining Weyerhaeuser position as of Q3 2024 after selling out during the quarter.
Sara-Bay Financial sold 7,334 Weyerhaeuser shares in Q3 2024, an estimated $208K.
Sara-Bay Financial first reported a position in Weyerhaeuser in Q2 2024 and held it in 1 quarter.
Sara-Bay Financial's Weyerhaeuser position peaked at $208K in Q2 2024.
946 funds tracked by Wall St. Rank held Weyerhaeuser as of Q3 2024.

Based on Sara-Bay Financial's 13F filing for Q3 2024, filed 7 Oct 2024.