Simon Quick Advisors’s Weyerhaeuser WY Stock Holding History

Simon Quick Advisors’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	-132	Closed	-$3K	–	515
2020 Q2	$3K	Sell	132 -44	-25%	-$890	﹤0.01%	399
2020 Q1	$3K	Buy	176 +65	+59%	+$1.71K	﹤0.01%	401
2019 Q4	$3K	Buy	+111	New	+$3.22K	﹤0.01%	570

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

Simon Quick Advisors's WY Position: Q3 2020 in Review

Simon Quick Advisors sold out of Weyerhaeuser (WY) in Q3 2020, closing a stake of 132 shares — an estimated $3K sold.

Simon Quick Advisors first reported a position in WY in Q4 2019 and held it in 3 quarters. The position peaked at $3K in Q2 2020. 820 funds tracked by Wall St. Rank hold WY as of Q3 2020.

Simon Quick Advisors reported no remaining Weyerhaeuser position as of Q3 2020 after selling out during the quarter.
Simon Quick Advisors sold 132 Weyerhaeuser shares in Q3 2020, an estimated $3K.
Simon Quick Advisors first reported a position in Weyerhaeuser in Q4 2019 and held it in 3 quarters.
Simon Quick Advisors's Weyerhaeuser position peaked at $3K in Q2 2020.
820 funds tracked by Wall St. Rank held Weyerhaeuser as of Q3 2020.

Based on Simon Quick Advisors's 13F filing for Q3 2020, filed 26 Oct 2020.