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Sheets Smith Wealth Management’s Weyerhaeuser WY Stock Holding History

Sheets Smith 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
2020
Q1 		– Sell
-7,163
Closed -$216K – 334
2019
Q4 		$216K Buy
+7,163
New +$208K 0.04% 306

Other funds holding WY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sheets Smith Wealth Management's WY Position: Q1 2020 in Review

Sheets Smith Wealth Management sold out of Weyerhaeuser (WY) in Q1 2020, closing a stake of 7,163 shares — an estimated $216K sold.

Sheets Smith Wealth Management first reported a position in WY in Q4 2019 and held it in 1 quarter. The position peaked at $216K in Q4 2019. 820 funds tracked by Wall St. Rank hold WY as of Q1 2020.

  • Sheets Smith Wealth Management reported no remaining Weyerhaeuser position as of Q1 2020 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 7,163 Weyerhaeuser shares in Q1 2020, an estimated $216K.
  • Sheets Smith Wealth Management first reported a position in Weyerhaeuser in Q4 2019 and held it in 1 quarter.
  • Sheets Smith Wealth Management's Weyerhaeuser position peaked at $216K in Q4 2019.
  • 820 funds tracked by Wall St. Rank held Weyerhaeuser as of Q1 2020.

Based on Sheets Smith Wealth Management's 13F filing for Q1 2020, filed 28 Apr 2020.