Shine Investment Advisory Services’s Weyerhaeuser WY Stock Holding History

Shine Investment Advisory 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
2020 Q3	–	Sell	-175	Closed	-$4K	–	775
2020 Q2	$4K	Hold	175	–	–	﹤0.01%	678
2020 Q1	$3K	Hold	175	–	–	﹤0.01%	667
2019 Q4	$5K	Hold	175	–	–	﹤0.01%	676
2019 Q3	$5K	Hold	175	–	–	﹤0.01%	663
2019 Q2	$5K	Hold	175	–	–	﹤0.01%	627
2019 Q1	$5K	Hold	175	–	–	﹤0.01%	630
2018 Q4	$4K	Sell	175 -1,171	-87%	-$31.2K	﹤0.01%	629
2018 Q3	$43K	Sell	1,346 -130	-9%	-$4.51K	0.02%	324
2018 Q2	$54K	Hold	1,476	–	–	0.03%	294
2018 Q1	$52K	Hold	1,476	–	–	0.03%	292
2017 Q4	$52K	Hold	1,476	–	–	0.03%	306
2017 Q3	$50K	Buy	1,476 +32	+2%	+$1.05K	0.03%	300
2017 Q2	$48K	Buy	+1,444	New	+$48.6K	0.02%	289

Other funds holding WY

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Shine Investment Advisory Services's WY Position: Q3 2020 in Review

Shine Investment Advisory Services sold out of Weyerhaeuser (WY) in Q3 2020, closing a stake of 175 shares — an estimated $4K sold.

Shine Investment Advisory Services first reported a position in WY in Q2 2017 and held it in 13 quarters. The position peaked at $54K in Q2 2018. 820 funds tracked by Wall St. Rank hold WY as of Q3 2020.

Shine Investment Advisory Services reported no remaining Weyerhaeuser position as of Q3 2020 after selling out during the quarter.
Shine Investment Advisory Services sold 175 Weyerhaeuser shares in Q3 2020, an estimated $4K.
Shine Investment Advisory Services first reported a position in Weyerhaeuser in Q2 2017 and held it in 13 quarters.
Shine Investment Advisory Services's Weyerhaeuser position peaked at $54K in Q2 2018.
820 funds tracked by Wall St. Rank held Weyerhaeuser as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.