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Security National Bank’s Weyerhaeuser WY Stock Holding History

Security National Bank’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
-100
Closed -$3.39K – 331
2024
Q3 		$3.39K Hold
100
– – ﹤0.01% 275
2024
Q2 		$2.84K Hold
100
– – ﹤0.01% 280
2024
Q1 		$3.59K Hold
100
– – ﹤0.01% 266
2023
Q4 		$3.48K Buy
+100
New +$3.11K ﹤0.01% 280

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

Security National Bank's WY Position: Q4 2024 in Review

Security National Bank sold out of Weyerhaeuser (WY) in Q4 2024, closing a stake of 100 shares — an estimated $3.39K sold.

Security National Bank first reported a position in WY in Q4 2023 and held it in 4 quarters. The position peaked at $3.59K in Q1 2024. 940 funds tracked by Wall St. Rank hold WY as of Q4 2024.

  • Security National Bank reported no remaining Weyerhaeuser position as of Q4 2024 after selling out during the quarter.
  • Security National Bank sold 100 Weyerhaeuser shares in Q4 2024, an estimated $3.39K.
  • Security National Bank first reported a position in Weyerhaeuser in Q4 2023 and held it in 4 quarters.
  • Security National Bank's Weyerhaeuser position peaked at $3.59K in Q1 2024.
  • 940 funds tracked by Wall St. Rank held Weyerhaeuser as of Q4 2024.

Based on Security National Bank's 13F filing for Q4 2024, filed 10 Feb 2025.