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Stamos Capital Partners’s Weyerhaeuser WY Stock Holding History

Stamos Capital Partners’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
2022
Q4 		– Sell
-43,350
Closed -$1.24M – 190
2022
Q3 		$1.24M Buy
43,350
+23,650
+120% +$805K 0.31% 73
2022
Q2 		$652K Hold
19,700
– – 0.2% 83
2022
Q1 		$747K Buy
+19,700
New +$781K 0.25% 76

Other funds holding WY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Stamos Capital Partners's WY Position: Q4 2022 in Review

Stamos Capital Partners sold out of Weyerhaeuser (WY) in Q4 2022, closing a stake of 43,350 shares — an estimated $1.24M sold.

Stamos Capital Partners first reported a position in WY in Q1 2022 and held it in 3 quarters. The position peaked at $1.24M in Q3 2022. 959 funds tracked by Wall St. Rank hold WY as of Q4 2022.

  • Stamos Capital Partners reported no remaining Weyerhaeuser position as of Q4 2022 after selling out during the quarter.
  • Stamos Capital Partners sold 43,350 Weyerhaeuser shares in Q4 2022, an estimated $1.24M.
  • Stamos Capital Partners first reported a position in Weyerhaeuser in Q1 2022 and held it in 3 quarters.
  • Stamos Capital Partners's Weyerhaeuser position peaked at $1.24M in Q3 2022.
  • 959 funds tracked by Wall St. Rank held Weyerhaeuser as of Q4 2022.

Based on Stamos Capital Partners's 13F filing for Q4 2022, filed 13 Feb 2023.