SWM
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Selective Wealth Management’s Weyerhaeuser WY Stock Holding History

Selective 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
2021
Q2 		– Sell
-80
Closed -$3K – 557
2021
Q1 		$3K Sell
80
-88
-52% -$3K ﹤0.01% 350
2020
Q4 		$6K Buy
+168
New +$5.05K ﹤0.01% 284

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Selective Wealth Management's WY Position: Q2 2021 in Review

Selective Wealth Management sold out of Weyerhaeuser (WY) in Q2 2021, closing a stake of 80 shares — an estimated $3K sold.

Selective Wealth Management first reported a position in WY in Q4 2020 and held it in 2 quarters. The position peaked at $6K in Q4 2020. 920 funds tracked by Wall St. Rank hold WY as of Q2 2021.

  • Selective Wealth Management reported no remaining Weyerhaeuser position as of Q2 2021 after selling out during the quarter.
  • Selective Wealth Management sold 80 Weyerhaeuser shares in Q2 2021, an estimated $3K.
  • Selective Wealth Management first reported a position in Weyerhaeuser in Q4 2020 and held it in 2 quarters.
  • Selective Wealth Management's Weyerhaeuser position peaked at $6K in Q4 2020.
  • 920 funds tracked by Wall St. Rank held Weyerhaeuser as of Q2 2021.

Based on Selective Wealth Management's 13F filing for Q2 2021, filed 8 Jul 2021.