SteelPeak Wealth’s Weyerhaeuser WY Stock Holding History

SteelPeak 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
2021 Q4	–	Sell	-11,477	Closed	-$408K	–	478
2021 Q3	$408K	Buy	+11,477	New	+$402K	0.03%	274

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

Cohen & Steers New York $57.6B AUM 8.03% 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

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

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

Norges Bank Oslo, Norway $935B AUM

SteelPeak Wealth's WY Position: Q4 2021 in Review

SteelPeak Wealth sold out of Weyerhaeuser (WY) in Q4 2021, closing a stake of 11,477 shares — an estimated $408K sold.

SteelPeak Wealth first reported a position in WY in Q3 2021 and held it in 1 quarter. The position peaked at $408K in Q3 2021. 1,004 funds tracked by Wall St. Rank hold WY as of Q4 2021.

SteelPeak Wealth reported no remaining Weyerhaeuser position as of Q4 2021 after selling out during the quarter.
SteelPeak Wealth sold 11,477 Weyerhaeuser shares in Q4 2021, an estimated $408K.
SteelPeak Wealth first reported a position in Weyerhaeuser in Q3 2021 and held it in 1 quarter.
SteelPeak Wealth's Weyerhaeuser position peaked at $408K in Q3 2021.
1,004 funds tracked by Wall St. Rank held Weyerhaeuser as of Q4 2021.

Based on SteelPeak Wealth's 13F filing for Q4 2021, filed 31 Jan 2022.