SOA Wealth Advisors’s Weyerhaeuser WY Stock Holding History

SOA Wealth 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
2023 Q4	–	Sell	-194	Closed	-$5.95K	–	953
2023 Q3	$5.95K	Buy	+194	New	+$6.39K	﹤0.01%	588

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SOA Wealth Advisors's WY Position: Q4 2023 in Review

SOA Wealth Advisors sold out of Weyerhaeuser (WY) in Q4 2023, closing a stake of 194 shares — an estimated $5.95K sold.

SOA Wealth Advisors first reported a position in WY in Q3 2023 and held it in 1 quarter. The position peaked at $5.95K in Q3 2023. 993 funds tracked by Wall St. Rank hold WY as of Q4 2023.

SOA Wealth Advisors reported no remaining Weyerhaeuser position as of Q4 2023 after selling out during the quarter.
SOA Wealth Advisors sold 194 Weyerhaeuser shares in Q4 2023, an estimated $5.95K.
SOA Wealth Advisors first reported a position in Weyerhaeuser in Q3 2023 and held it in 1 quarter.
SOA Wealth Advisors's Weyerhaeuser position peaked at $5.95K in Q3 2023.
993 funds tracked by Wall St. Rank held Weyerhaeuser as of Q4 2023.

Based on SOA Wealth Advisors's 13F filing for Q4 2023, filed 10 Jan 2024.