Sound View Wealth Advisors Group’s Weyerhaeuser WY Stock Holding History

Sound View Wealth Advisors Group’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
2025 Q3	–	Sell	-8,964	Closed	-$230K	–	436
2025 Q2	$230K	Sell	8,964 -2,477	-22%	-$64.8K	0.02%	384
2025 Q1	$335K	Buy	11,441 +40	+0.4%	+$1.19K	0.03%	316
2024 Q4	$321K	Sell	11,401 -49	-0.4%	-$1.53K	0.03%	329
2024 Q3	$388K	Buy	11,450 +567	+5%	+$17.4K	0.03%	297
2024 Q2	$309K	Sell	10,883 -1,840	-14%	-$56.9K	0.03%	296
2024 Q1	$457K	Hold	12,723	–	–	0.05%	248
2023 Q4	$442K	Buy	12,723 +133	+1%	+$4.14K	0.05%	248
2023 Q3	$386K	Buy	12,590 +1,067	+9%	+$35.1K	0.05%	252
2023 Q2	$386K	Hold	11,523	–	–	0.05%	254
2023 Q1	$347K	Sell	11,523 -1,200	-9%	-$37.8K	0.05%	266
2022 Q4	$442K	Buy	+12,723	New	+$394K	0.05%	248

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

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

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

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

Sound View Wealth Advisors Group's WY Position: Q3 2025 in Review

Sound View Wealth Advisors Group sold out of Weyerhaeuser (WY) in Q3 2025, closing a stake of 8,964 shares — an estimated $230K sold.

Sound View Wealth Advisors Group first reported a position in WY in Q4 2022 and held it in 11 quarters. The position peaked at $457K in Q1 2024. 850 funds tracked by Wall St. Rank hold WY as of Q3 2025.

Sound View Wealth Advisors Group reported no remaining Weyerhaeuser position as of Q3 2025 after selling out during the quarter.
Sound View Wealth Advisors Group sold 8,964 Weyerhaeuser shares in Q3 2025, an estimated $230K.
Sound View Wealth Advisors Group first reported a position in Weyerhaeuser in Q4 2022 and held it in 11 quarters.
Sound View Wealth Advisors Group's Weyerhaeuser position peaked at $457K in Q1 2024.
850 funds tracked by Wall St. Rank held Weyerhaeuser as of Q3 2025.

Based on Sound View Wealth Advisors Group's 13F filing for Q3 2025, filed 10 Nov 2025.