Schechter Investment Advisors’s Weyerhaeuser WY Stock Holding History

Schechter Investment 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 Q2	–	Sell	-7,263	Closed	-$261K	–	687
2024 Q1	$261K	Buy	7,263 +143	+2%	+$4.84K	0.02%	523
2023 Q4	$248K	Sell	7,120 -711	-9%	-$22.1K	0.02%	506
2023 Q3	$240K	Buy	7,831 +1,713	+28%	+$56.4K	0.02%	506
2023 Q2	$205K	Buy	+6,118	New	+$184K	0.02%	591
2022 Q3	–	Sell	-8,574	Closed	-$284K	–	995
2022 Q2	$284K	Buy	8,574 +2,442	+40%	+$93.1K	0.03%	731
2022 Q1	$232K	Buy	6,132 +523	+9%	+$20.7K	0.02%	792
2021 Q4	$231K	Buy	+5,609	New	+$213K	0.02%	762

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Schechter Investment Advisors's WY Position: Q2 2024 in Review

Schechter Investment Advisors sold out of Weyerhaeuser (WY) in Q2 2024, closing a stake of 7,263 shares — an estimated $261K sold.

Schechter Investment Advisors first reported a position in WY in Q4 2021 and held it in 7 quarters. The position peaked at $284K in Q2 2022. 956 funds tracked by Wall St. Rank hold WY as of Q2 2024.

Schechter Investment Advisors reported no remaining Weyerhaeuser position as of Q2 2024 after selling out during the quarter.
Schechter Investment Advisors sold 7,263 Weyerhaeuser shares in Q2 2024, an estimated $261K.
Schechter Investment Advisors first reported a position in Weyerhaeuser in Q4 2021 and held it in 7 quarters.
Schechter Investment Advisors's Weyerhaeuser position peaked at $284K in Q2 2022.
956 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2024.

Based on Schechter Investment Advisors's 13F filing for Q2 2024, filed 12 Aug 2024.