Simplicity Wealth’s Weyerhaeuser WY Stock Holding History

Simplicity Wealth’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
2024 Q3	–	Sell	-10,216	Closed	-$290K	–	1233
2024 Q2	$290K	Sell	10,216 -3,363	-25%	-$104K	0.01%	959
2024 Q1	$488K	Buy	+13,579	New	+$460K	0.01%	746

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

Simplicity Wealth's WY Position: Q3 2024 in Review

Simplicity Wealth sold out of Weyerhaeuser (WY) in Q3 2024, closing a stake of 10,216 shares — an estimated $290K sold.

Simplicity Wealth first reported a position in WY in Q1 2024 and held it in 2 quarters. The position peaked at $488K in Q1 2024. 946 funds tracked by Wall St. Rank hold WY as of Q3 2024.

Simplicity Wealth reported no remaining Weyerhaeuser position as of Q3 2024 after selling out during the quarter.
Simplicity Wealth sold 10,216 Weyerhaeuser shares in Q3 2024, an estimated $290K.
Simplicity Wealth first reported a position in Weyerhaeuser in Q1 2024 and held it in 2 quarters.
Simplicity Wealth's Weyerhaeuser position peaked at $488K in Q1 2024.
946 funds tracked by Wall St. Rank held Weyerhaeuser as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.