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Schrum Private Wealth Management’s Weyerhaeuser WY Stock Holding History

Schrum Private 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
2022
Q1 		– Sell
-4,908
Closed -$202K – 134
2021
Q4 		$202K Buy
+4,908
New +$186K 0.18% 127

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Schrum Private Wealth Management's WY Position: Q1 2022 in Review

Schrum Private Wealth Management sold out of Weyerhaeuser (WY) in Q1 2022, closing a stake of 4,908 shares — an estimated $202K sold.

Schrum Private Wealth Management first reported a position in WY in Q4 2021 and held it in 1 quarter. The position peaked at $202K in Q4 2021. 1,017 funds tracked by Wall St. Rank hold WY as of Q1 2022.

  • Schrum Private Wealth Management reported no remaining Weyerhaeuser position as of Q1 2022 after selling out during the quarter.
  • Schrum Private Wealth Management sold 4,908 Weyerhaeuser shares in Q1 2022, an estimated $202K.
  • Schrum Private Wealth Management first reported a position in Weyerhaeuser in Q4 2021 and held it in 1 quarter.
  • Schrum Private Wealth Management's Weyerhaeuser position peaked at $202K in Q4 2021.
  • 1,017 funds tracked by Wall St. Rank held Weyerhaeuser as of Q1 2022.

Based on Schrum Private Wealth Management's 13F filing for Q1 2022, filed 5 May 2022.