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SeaCrest Wealth Management’s Weyerhaeuser WY Stock Holding History

SeaCrest 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
2024
Q2 		– Sell
-6,481
Closed -$233K – 640
2024
Q1 		$233K Sell
6,481
-795
-11% -$26.9K 0.03% 524
2023
Q4 		$245K Sell
7,276
-634
-8% -$19.7K 0.03% 521
2023
Q3 		$243K Buy
7,910
+114
+1% +$3.75K 0.03% 515
2023
Q2 		$261K Buy
7,796
+40
+0.5% +$1.2K 0.03% 506
2023
Q1 		$234K Buy
7,756
+206
+3% +$6.49K 0.03% 543
2022
Q4 		$234K Buy
7,550
+2
+0% +$62 0.03% 511
2022
Q3 		$216K Sell
7,548
-3,901
-34% -$133K 0.03% 531
2022
Q2 		$379K Sell
11,449
-1,688
-13% -$64.4K 0.05% 411
2022
Q1 		$498K Buy
13,137
+1,317
+11% +$52.2K 0.06% 354
2021
Q4 		$487K Buy
11,820
+177
+2% +$6.72K 0.05% 363
2021
Q3 		$414K Sell
11,643
-999
-8% -$35K 0.05% 395
2021
Q2 		$435K Buy
12,642
+507
+4% +$18.8K 0.05% 384
2021
Q1 		$432K Buy
12,135
+3,355
+38% +$114K 0.06% 350
2020
Q4 		$294K Buy
+8,780
New +$264K 0.04% 437
2020
Q3 		– Sell
-15,478
Closed -$348K – 619
2020
Q2 		$348K Sell
15,478
-3,132
-17% -$63.4K 0.06% 340
2020
Q1 		$315K Sell
18,610
-3,000
-14% -$78.9K 0.07% 316
2019
Q4 		$653K Sell
21,610
-671
-3% -$19.5K 0.11% 219
2019
Q3 		$617K Buy
22,281
+13
+0.1% +$339 0.12% 217
2019
Q2 		$587K Sell
22,268
-621
-3% -$15.8K 0.12% 208
2019
Q1 		$603K Buy
22,889
+100
+0.4% +$2.52K 0.1% 197
2018
Q4 		$498K Buy
22,789
+9,116
+67% +$243K 0.1% 204
2018
Q3 		$441K Buy
13,673
+1,040
+8% +$36.1K 0.07% 286
2018
Q2 		$461K Buy
12,633
+550
+5% +$20.1K 0.08% 267
2018
Q1 		$423K Sell
12,083
-2,772
-19% -$97.8K 0.08% 283
2017
Q4 		$524K Buy
+14,855
New +$526K 0.1% 224

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

SeaCrest Wealth Management's WY Position: Q2 2024 in Review

SeaCrest Wealth Management sold out of Weyerhaeuser (WY) in Q2 2024, closing a stake of 6,481 shares — an estimated $233K sold.

SeaCrest Wealth Management first reported a position in WY in Q4 2017 and held it in 25 quarters. The position peaked at $653K in Q4 2019. 956 funds tracked by Wall St. Rank hold WY as of Q2 2024.

  • SeaCrest Wealth Management reported no remaining Weyerhaeuser position as of Q2 2024 after selling out during the quarter.
  • SeaCrest Wealth Management sold 6,481 Weyerhaeuser shares in Q2 2024, an estimated $233K.
  • SeaCrest Wealth Management first reported a position in Weyerhaeuser in Q4 2017 and held it in 25 quarters.
  • SeaCrest Wealth Management's Weyerhaeuser position peaked at $653K in Q4 2019.
  • 956 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2024.

Based on SeaCrest Wealth Management's 13F filing for Q2 2024, filed 22 Jul 2024.