Sharp Financial Services’s Weyerhaeuser WY Stock Holding History

Sharp Financial Services’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
2025 Q1	–	Sell	-7,200	Closed	-$203K	–	103
2024 Q4	$203K	Buy	+7,200	New	+$225K	0.15%	95

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

Cohen & Steers New York $57.6B AUM 8.03% 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

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

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

Sharp Financial Services's WY Position: Q1 2025 in Review

Sharp Financial Services sold out of Weyerhaeuser (WY) in Q1 2025, closing a stake of 7,200 shares — an estimated $203K sold.

Sharp Financial Services first reported a position in WY in Q4 2024 and held it in 1 quarter. The position peaked at $203K in Q4 2024. 959 funds tracked by Wall St. Rank hold WY as of Q1 2025.

Sharp Financial Services reported no remaining Weyerhaeuser position as of Q1 2025 after selling out during the quarter.
Sharp Financial Services sold 7,200 Weyerhaeuser shares in Q1 2025, an estimated $203K.
Sharp Financial Services first reported a position in Weyerhaeuser in Q4 2024 and held it in 1 quarter.
Sharp Financial Services's Weyerhaeuser position peaked at $203K in Q4 2024.
959 funds tracked by Wall St. Rank held Weyerhaeuser as of Q1 2025.

Based on Sharp Financial Services's 13F filing for Q1 2025, filed 29 Apr 2025.