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Sonora Investment Management’s Weyerhaeuser WY Stock Holding History

Sonora Investment 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
2021
Q3 		$1.1M Sell
31,003
-680
-2% -$23.8K 0.14% 99
2021
Q2 		$1.09M Buy
31,683
+3,645
+13% +$135K 0.14% 98
2021
Q1 		$998K Sell
28,038
-1,085
-4% -$36.9K 0.08% 178
2020
Q4 		$976K Sell
29,123
-1,375
-5% -$41.4K 0.08% 177
2020
Q3 		$870K Sell
30,498
-3,155
-9% -$86.6K 0.08% 168
2020
Q2 		$756K Buy
33,653
+24,475
+267% +$495K 0.08% 164
2020
Q1 		$156K Buy
9,178
+5,190
+130% +$137K 0.02% 250
2019
Q4 		$120K Buy
3,988
+1,100
+38% +$31.9K 0.01% 315
2019
Q3 		$80K Sell
2,888
-400
-12% -$10.4K 0.01% 384
2019
Q2 		$87K Buy
3,288
+769
+31% +$19.5K 0.01% 371
2019
Q1 		$66K Hold
2,519
– – 0.01% 407
2018
Q4 		$55K Buy
2,519
+4
+0.2% +$107 0.01% 379
2018
Q3 		$81K Buy
2,515
+127
+5% +$4.41K 0.01% 315
2018
Q2 		$87K Buy
2,388
+628
+36% +$23K 0.01% 292
2018
Q1 		$61.6K Hold
1,760
– – 0.01% 333
2017
Q4 		$62.1K Sell
1,760
-160
-8% -$5.66K 0.01% 342
2017
Q3 		$65.3K Hold
1,920
– – 0.01% 297
2017
Q2 		$64.3K Hold
1,920
– – 0.01% 295
2017
Q1 		$65.2K Hold
1,920
– – 0.01% 294
2016
Q4 		$57.8K Sell
1,920
-240
-11% -$7.4K 0.01% 272
2016
Q3 		$69K Hold
2,160
– – 0.01% 255
2016
Q2 		$64.3K Hold
2,160
– – 0.01% 237
2016
Q1 		$68.9K Buy
+2,160
New +$57.7K 0.02% 237
2015
Q4 		– Sell
-185
Closed -$5K – 1169
2015
Q3 		$5K Buy
+185
New +$5.46K ﹤0.01% 752

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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Sonora Investment Management's WY Position: Q3 2021 in Review

Sonora Investment Management reduced its Weyerhaeuser (WY) stake by 2.1% in Q3 2021, selling an estimated $23.8K and leaving 31,003 shares worth $1.1M. The position accounts for 0.14% of the portfolio, ranked #99.

Sonora Investment Management first reported a position in WY in Q3 2015 and has held it in 24 quarters since. 900 funds tracked by Wall St. Rank hold WY as of Q3 2021.

  • Sonora Investment Management held 31,003 shares of Weyerhaeuser worth $1.1M as of Q3 2021.
  • Sonora Investment Management sold 680 Weyerhaeuser shares in Q3 2021, an estimated $23.8K.
  • Weyerhaeuser made up 0.14% of Sonora Investment Management's portfolio in Q3 2021, its #99 holding.
  • Sonora Investment Management first reported a position in Weyerhaeuser in Q3 2015 and has held it in 24 quarters since.
  • 900 funds tracked by Wall St. Rank held Weyerhaeuser as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.